+4.4%
ADVB vs VCLT
-2.4%
+6.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.9% |
| 7D | -14.0% | +0.3% | -14.3% | -13.5% |
| 30D | +41.0% | -0.6% | +41.5% | +39.4% |
| 3M | +127.9% | -2.2% | +130.2% | +124.7% |
| 6M | +101.3% | -2.9% | +104.2% | +98.1% |
| YTD | +53.8% | -2.1% | +55.8% | +53.0% |
| 1Y | +4.4% | -2.6% | +7.0% | -2.5% |
| All | +4.4% | -2.4% | +6.8% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling