-26.3%
LOW vs VCLT
-4.4%
-21.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.7% | -1.4% | -2.4% | -1.8% |
| 30D | -8.9% | -1.2% | -7.7% | -7.3% |
| 3M | -10.4% | -4.8% | -5.6% | -4.0% |
| 6M | -19.4% | -2.6% | -16.8% | -16.1% |
| YTD | -17.1% | -3.3% | -13.8% | -13.1% |
| 1Y | -26.3% | -4.8% | -21.4% | -21.8% |
| All | -26.3% | -4.4% | -21.9% | -21.8% |
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