+32.6%
HD vs VCLT
+15.4%
+17.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.6% |
| 7D | +3.6% | +1.2% | +2.4% | +2.3% |
| 30D | +21.6% | +3.4% | +18.2% | +17.5% |
| 3M | +0.1% | -0.9% | +1.0% | +1.1% |
| 6M | +13.0% | -3.1% | +16.1% | +16.9% |
| YTD | +4.9% | -2.4% | +7.3% | +7.8% |
| 1Y | -2.1% | -2.7% | +0.6% | +0.9% |
| 3Y | +32.6% | +16.9% | +15.7% | +19.1% |
| All | +32.6% | +15.4% | +17.2% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling