-9.9%
ABNB vs VCLT
-16.7%
+6.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.4% |
| 7D | -1.7% | -2.3% | +0.6% | -0.1% |
| 30D | +11.8% | +0.8% | +11.1% | +11.2% |
| 3M | +0.9% | -2.7% | +3.6% | +2.9% |
| 6M | +40.5% | -4.3% | +44.8% | +45.1% |
| YTD | +37.6% | -4.3% | +41.9% | +42.2% |
| 1Y | +54.1% | -4.4% | +58.5% | +59.3% |
| 3Y | +56.8% | +13.8% | +43.0% | +42.4% |
| All | -9.9% | -16.7% | +6.8% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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