+151.1%
ALLE vs VCLT
+15.5%
+135.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | +2.8% | +0.3% | +2.5% | +2.6% |
| 30D | -7.6% | -0.6% | -7.1% | -7.4% |
| 3M | +22.8% | -2.2% | +25.0% | +24.2% |
| 6M | +4.6% | -2.9% | +7.5% | +6.2% |
| YTD | -1.2% | -2.1% | +0.8% | -0.2% |
| 1Y | -9.1% | -2.6% | -6.6% | -7.9% |
| 3Y | +50.0% | +12.5% | +37.5% | +42.1% |
| 5Y | +15.2% | -15.3% | +30.5% | +19.0% |
| 10Y | +151.1% | +16.6% | +134.5% | +147.1% |
| All | +151.1% | +15.5% | +135.5% | +147.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling