-1.0%
VCIT vs APTV
-52.9%
+51.9%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | +0.1% | -4.3% | +4.4% | +0.2% |
| 30D | +1.1% | -9.7% | +10.8% | +1.3% |
| 3M | -1.4% | -20.6% | +19.2% | -0.9% |
| 6M | -2.3% | -31.7% | +29.4% | -1.7% |
| YTD | -1.8% | -48.0% | +46.2% | -0.9% |
| 1Y | -1.0% | -52.1% | +51.1% | +0.2% |
| All | -1.0% | -52.9% | +51.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling