+18.8%
CLF vs VCLT
-2.7%
+21.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.7% | +6.7% |
| 7D | -14.1% | +1.2% | -15.3% | -15.2% |
| 30D | -5.5% | +3.4% | -8.9% | -10.3% |
| 3M | 0.0% | -0.9% | +0.9% | +2.1% |
| 6M | +11.3% | -3.1% | +14.4% | +19.4% |
| YTD | -7.7% | -2.4% | -5.3% | -4.5% |
| All | +18.8% | -2.7% | +21.5% | +24.7% |
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 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