+2.8%
BAH vs VCLT
-3.4%
+6.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -1.6% | -0.6% | -1.0% | -1.1% |
| 30D | +18.0% | +2.8% | +15.2% | +15.5% |
| 3M | +11.4% | -0.4% | +11.8% | +11.0% |
| 6M | +17.7% | -3.1% | +20.8% | +19.2% |
| YTD | +5.4% | -2.7% | +8.0% | +7.3% |
| 1Y | +2.8% | -3.7% | +6.4% | +6.1% |
| All | +2.8% | -3.4% | +6.2% | +6.1% |
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 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