-45.1%
INFQ vs VCLT
-5.4%
-39.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | -2.5% |
| 7D | -11.1% | +0.4% | -11.5% | -12.3% |
| 30D | -32.4% | +3.9% | -36.3% | -42.6% |
| 3M | -25.3% | -1.9% | -23.4% | -17.6% |
| 6M | -30.3% | -2.6% | -27.7% | -19.0% |
| All | -45.1% | -5.4% | -39.7% | -26.5% |
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