-23.8%
SPOT vs VCLT
-4.4%
-19.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -3.1% | -1.4% | -1.7% | -2.7% |
| 30D | +7.4% | -1.2% | +8.6% | +7.6% |
| 3M | +8.2% | -4.8% | +13.0% | +9.3% |
| 6M | +2.2% | -2.6% | +4.8% | +2.4% |
| YTD | -9.5% | -3.3% | -6.1% | -9.2% |
| 1Y | -23.8% | -4.8% | -19.0% | -23.7% |
| All | -23.8% | -4.4% | -19.5% | -23.7% |
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