-68.3%
U vs VCLT
-15.5%
-52.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.2% |
| 7D | +4.4% | 0.0% | +4.4% | +4.3% |
| 30D | -1.3% | +0.1% | -1.4% | -1.5% |
| 3M | +49.6% | -2.9% | +52.5% | +56.0% |
| 6M | +100.2% | -4.0% | +104.1% | +113.0% |
| YTD | -3.7% | -2.2% | -1.4% | -0.1% |
| 1Y | -6.5% | -2.6% | -3.9% | -2.8% |
| 3Y | +12.9% | +12.3% | +0.6% | -4.3% |
| 5Y | -68.3% | -16.4% | -51.9% | -68.2% |
| All | -68.3% | -15.5% | -52.7% | -68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling