+43.6%
ADP vs VCLT
+14.6%
+29.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.5% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +12.8% | +2.3% | +10.5% | +12.0% |
| 3M | +12.3% | -1.1% | +13.4% | +12.6% |
| 6M | +45.4% | -4.2% | +49.6% | +47.1% |
| YTD | +21.4% | -3.4% | +24.8% | +22.4% |
| 1Y | +23.7% | -3.8% | +27.5% | +24.9% |
| 3Y | +43.6% | +14.7% | +28.9% | +35.6% |
| All | +43.6% | +14.6% | +29.1% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling