+1,227.8%
BE vs VCLT
-15.5%
+1,243.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.6% |
| 7D | +23.9% | 0.0% | +23.9% | +23.9% |
| 30D | +27.8% | +0.1% | +27.7% | +27.7% |
| 3M | +3.7% | -2.9% | +6.6% | +8.4% |
| 6M | +78.0% | -4.0% | +81.9% | +89.5% |
| YTD | +209.9% | -2.2% | +212.2% | +222.0% |
| 1Y | +389.6% | -2.6% | +392.2% | +411.4% |
| 3Y | +1,730.6% | +12.3% | +1,718.3% | +1,511.4% |
| 5Y | +1,227.8% | -16.4% | +1,244.2% | +1,552.7% |
| All | +1,227.8% | -15.5% | +1,243.4% | +1,552.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling