+3.8%
VCIT vs APA
+90.7%
-87.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -0.7% |
| 7D | -1.4% | +9.6% | -11.0% | -1.4% |
| 30D | +0.8% | -0.2% | +1.0% | +0.8% |
| 3M | -1.7% | +19.8% | -21.6% | -1.8% |
| 6M | -2.1% | +30.1% | -32.1% | -2.1% |
| YTD | -2.0% | +100.4% | -102.4% | -2.5% |
| 1Y | -1.5% | +105.2% | -106.7% | -1.9% |
| 3Y | +19.0% | +44.6% | -25.6% | +18.4% |
| 5Y | +3.8% | +88.8% | -85.0% | +3.8% |
| All | +3.8% | +90.7% | -87.0% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded APA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling