+47.6%
ON vs VCLT
-4.7%
+52.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.2% |
| 7D | +12.2% | -2.3% | +14.5% | +15.1% |
| 30D | -3.1% | +0.8% | -3.9% | -4.1% |
| 3M | -12.9% | -2.7% | -10.2% | -9.6% |
| 6M | -38.6% | -4.3% | -34.3% | -34.5% |
| YTD | +31.2% | -4.3% | +35.5% | +39.1% |
| 1Y | +47.6% | -4.4% | +52.0% | +56.5% |
| All | +47.6% | -4.7% | +52.3% | +56.5% |
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