+3.8%
VCIT vs APTV
-77.1%
+80.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.6% |
| 7D | -1.4% | -5.0% | +3.6% | -1.2% |
| 30D | +0.8% | -12.3% | +13.1% | +1.3% |
| 3M | -1.7% | -19.9% | +18.2% | -0.9% |
| 6M | -2.1% | -29.4% | +27.3% | -1.0% |
| YTD | -2.0% | -49.0% | +47.0% | +0.3% |
| 1Y | -1.5% | -53.1% | +51.6% | +1.2% |
| 3Y | +19.0% | -48.9% | +67.9% | +20.9% |
| 5Y | +3.8% | -77.2% | +81.0% | +5.8% |
| All | +3.8% | -77.1% | +80.9% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling