+12.2%
IOT vs VCLT
-0.4%
+12.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | -2.3% | -0.5% | -1.8% | -1.8% |
| 30D | +3.8% | -0.9% | +4.6% | +4.8% |
| 3M | +14.2% | -3.2% | +17.4% | +18.0% |
| 6M | +40.1% | -3.8% | +43.9% | +45.9% |
| YTD | +13.4% | -2.0% | +15.4% | +14.5% |
| 1Y | +12.2% | -0.8% | +13.0% | +3.0% |
| All | +12.2% | -0.4% | +12.6% | +3.0% |
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