-16.9%
INFQ vs VCLT
-5.6%
-11.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | +3.2% |
| 7D | +2.4% | -1.3% | +3.7% | +8.8% |
| 30D | +9.6% | -1.1% | +10.8% | +14.4% |
| 3M | -4.6% | -3.7% | -0.9% | +14.0% |
| 6M | +6.7% | -4.0% | +10.7% | +33.9% |
| All | -16.9% | -5.6% | -11.2% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling