+60.7%
ROKU vs VCLT
-4.4%
+65.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.4% | -1.4% | +0.9% | +1.1% |
| 30D | +2.1% | -1.2% | +3.2% | +3.3% |
| 3M | +29.5% | -4.8% | +34.3% | +37.5% |
| 6M | +53.8% | -2.6% | +56.4% | +58.2% |
| YTD | +42.8% | -3.3% | +46.1% | +47.1% |
| 1Y | +60.7% | -4.8% | +65.6% | +66.0% |
| All | +60.7% | -4.4% | +65.1% | +66.0% |
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