+40.5%
ALL vs VCLT
-3.2%
+43.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.8% |
| 7D | +7.5% | +0.4% | +7.1% | +7.5% |
| 30D | +19.7% | +3.9% | +15.8% | +19.7% |
| 3M | +2.9% | -1.9% | +4.8% | +2.3% |
| 6M | +23.5% | -2.6% | +26.2% | +22.7% |
| YTD | +31.1% | -3.1% | +34.3% | +30.3% |
| 1Y | +40.5% | -3.6% | +44.0% | +39.9% |
| All | +40.5% | -3.2% | +43.7% | +39.9% |
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