+3.3%
VCIT vs APA
+68.3%
-65.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.2% |
| 7D | +0.5% | -15.6% | +16.0% | +0.5% |
| 30D | +2.1% | -0.9% | +3.0% | +2.1% |
| 3M | -1.6% | +26.1% | -27.7% | -1.6% |
| 6M | -1.6% | +6.1% | -7.7% | -1.6% |
| YTD | -1.5% | +82.8% | -84.4% | -1.9% |
| 1Y | -0.4% | +106.5% | -106.9% | -0.9% |
| 3Y | +19.6% | +21.9% | -2.3% | +19.0% |
| 5Y | +3.3% | +69.7% | -66.4% | +3.0% |
| All | +3.3% | +68.3% | -65.0% | +3.0% |
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