+54.0%
ROST vs VCLT
-4.4%
+58.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +0.2% | -1.4% | +1.6% | +1.2% |
| 30D | -6.9% | -1.2% | -5.7% | -6.0% |
| 3M | -3.3% | -4.8% | +1.5% | +0.2% |
| 6M | +9.0% | -2.6% | +11.6% | +10.9% |
| YTD | +28.9% | -3.3% | +32.2% | +31.6% |
| 1Y | +54.0% | -4.8% | +58.8% | +59.2% |
| All | +54.0% | -4.4% | +58.4% | +59.2% |
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