+22.2%
BBY vs VCLT
-4.4%
+26.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.0% |
| 7D | +0.6% | -1.4% | +1.9% | +1.9% |
| 30D | +9.4% | -1.2% | +10.6% | +10.7% |
| 3M | +19.3% | -4.8% | +24.1% | +25.2% |
| 6M | +47.9% | -2.6% | +50.5% | +52.2% |
| YTD | +39.6% | -3.3% | +42.9% | +44.6% |
| 1Y | +22.2% | -4.8% | +27.0% | +29.5% |
| All | +22.2% | -4.4% | +26.6% | +29.5% |
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