+20.6%
ABNB vs VCLT
-14.8%
+35.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.0% | -4.0% |
| 7D | -4.4% | +0.3% | -4.7% | -4.6% |
| 30D | -2.0% | -0.6% | -1.4% | -1.6% |
| 3M | +29.8% | -2.2% | +32.1% | +32.0% |
| 6M | +31.0% | -2.9% | +33.9% | +33.9% |
| YTD | +28.6% | -2.1% | +30.7% | +30.7% |
| 1Y | +40.1% | -2.6% | +42.6% | +42.7% |
| 3Y | +19.7% | +12.5% | +7.2% | +9.3% |
| 5Y | +6.5% | -15.3% | +21.8% | +17.0% |
| All | +20.6% | -14.8% | +35.4% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling