-8.5%
BX vs VCLT
-3.2%
-5.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +4.4% |
| 7D | +8.3% | +0.4% | +7.9% | +7.5% |
| 30D | +13.5% | +3.9% | +9.6% | +6.5% |
| 3M | -7.6% | -1.9% | -5.7% | -4.6% |
| 6M | +4.0% | -2.6% | +6.7% | +8.2% |
| YTD | -15.2% | -3.1% | -12.1% | -11.1% |
| 1Y | -8.5% | -3.6% | -4.9% | -3.5% |
| All | -8.5% | -3.2% | -5.2% | -3.5% |
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