+376.8%
NDAQ vs VCLT
+18.4%
+358.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -1.6% | 0.0% | -1.6% | -1.6% |
| 30D | -1.5% | +0.1% | -1.6% | -1.5% |
| 3M | +8.0% | -2.9% | +10.9% | +9.2% |
| 6M | +7.7% | -4.0% | +11.7% | +9.4% |
| YTD | -2.3% | -2.2% | -0.1% | -1.6% |
| 1Y | +0.6% | -2.6% | +3.1% | +1.5% |
| 3Y | +90.9% | +12.3% | +78.6% | +82.2% |
| 5Y | +52.5% | -16.4% | +68.8% | +59.0% |
| All | +376.8% | +18.4% | +358.4% | +401.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling