+66.0%
VCIT vs APTV
+142.3%
-76.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | 0.0% |
| 7D | +0.1% | -10.2% | +10.3% | +0.4% |
| 30D | +1.9% | -10.8% | +12.7% | +2.2% |
| 3M | -1.4% | -14.8% | +13.4% | -1.1% |
| 6M | -2.1% | -30.6% | +28.4% | -1.3% |
| YTD | -1.6% | -48.2% | +46.5% | -0.1% |
| 1Y | -0.9% | -52.0% | +51.1% | +0.8% |
| 3Y | +20.0% | -47.0% | +67.0% | +21.2% |
| 5Y | +3.1% | -77.5% | +80.6% | +5.7% |
| 10Y | +28.7% | -27.0% | +55.7% | +29.0% |
| All | +66.0% | +142.3% | -76.3% | +65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling