+25.1%
GILD vs VCLT
-4.4%
+29.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.8% | -1.4% | -3.5% | -3.7% |
| 30D | +5.8% | -1.2% | +7.0% | +6.8% |
| 3M | +14.9% | -4.8% | +19.7% | +19.1% |
| 6M | -0.4% | -2.6% | +2.2% | +1.5% |
| YTD | +18.5% | -3.3% | +21.9% | +21.0% |
| 1Y | +25.1% | -4.8% | +29.9% | +28.0% |
| All | +25.1% | -4.4% | +29.5% | +28.0% |
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