+19.5%
VCIT vs APTV
-53.8%
+73.3%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.1% |
| 7D | -0.3% | +4.8% | -5.2% | -0.5% |
| 30D | -0.8% | +2.0% | -2.8% | -0.8% |
| 3M | -1.0% | -34.2% | +33.2% | +0.3% |
| 6M | -1.8% | -34.7% | +32.8% | -0.7% |
| YTD | -0.7% | -37.0% | +36.3% | +0.5% |
| 1Y | +1.0% | -40.4% | +41.4% | +2.4% |
| All | +19.5% | -53.8% | +73.3% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling