-52.2%
OPEN vs VCLT
-3.8%
-48.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -2.8% |
| 7D | -10.5% | -1.3% | -9.3% | -6.4% |
| 30D | -21.8% | -1.1% | -20.7% | -18.3% |
| 3M | -37.5% | -3.7% | -33.8% | -28.8% |
| 6M | -44.1% | -4.0% | -40.1% | -35.3% |
| YTD | -52.0% | -3.4% | -48.6% | -47.3% |
| 1Y | -52.2% | -4.1% | -48.1% | -47.5% |
| All | -52.2% | -3.8% | -48.4% | -47.5% |
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