+1,784.6%
BE vs VCLT
+12.2%
+1,772.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.7% | +9.7% |
| 7D | +29.8% | +0.3% | +29.5% | +29.2% |
| 30D | +26.4% | -0.6% | +27.0% | +27.6% |
| 3M | +9.3% | -2.2% | +11.6% | +13.6% |
| 6M | +105.1% | -2.9% | +107.9% | +116.3% |
| YTD | +219.0% | -2.1% | +221.1% | +231.5% |
| 1Y | +418.8% | -2.6% | +421.3% | +443.3% |
| 3Y | +1,784.6% | +12.5% | +1,772.1% | +1,580.1% |
| All | +1,784.6% | +12.2% | +1,772.3% | +1,580.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling