+31.4%
VCIT vs APD
+191.6%
-160.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -1.4% | +2.2% | -3.6% | -1.5% |
| 30D | +0.8% | +9.4% | -8.6% | +0.5% |
| 3M | -1.7% | +4.7% | -6.4% | -1.9% |
| 6M | -2.1% | +5.5% | -7.6% | -2.3% |
| YTD | -2.0% | +31.4% | -33.4% | -3.1% |
| 1Y | -1.5% | +24.1% | -25.6% | -2.4% |
| 3Y | +19.0% | +28.8% | -9.8% | +17.3% |
| 5Y | +3.8% | +15.8% | -12.0% | +2.1% |
| All | +31.4% | +191.6% | -160.2% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling