-50.4%
BIDU vs VCLT
+17.1%
-67.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -8.1% | -1.4% | -6.8% | -7.5% |
| 30D | -12.8% | -1.2% | -11.6% | -12.3% |
| 3M | -21.3% | -4.8% | -16.5% | -19.4% |
| 6M | -27.0% | -2.6% | -24.4% | -25.9% |
| YTD | -30.0% | -3.3% | -26.7% | -28.8% |
| 1Y | -18.3% | -4.8% | -13.4% | -16.2% |
| 3Y | -33.8% | +11.5% | -45.4% | -37.3% |
| 5Y | -44.3% | -17.0% | -27.3% | -42.5% |
| All | -50.4% | +17.1% | -67.4% | -53.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling