+45.8%
SLB vs VCLT
-4.7%
+50.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +3.5% | -2.3% | +5.8% | +4.1% |
| 30D | +6.5% | +0.8% | +5.8% | +6.0% |
| 3M | -0.2% | -2.7% | +2.4% | +0.6% |
| 6M | -5.7% | -4.3% | -1.4% | -4.0% |
| YTD | +36.8% | -4.3% | +41.2% | +38.2% |
| 1Y | +45.8% | -4.4% | +50.1% | +47.5% |
| All | +45.8% | -4.7% | +50.4% | +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