+16.3%
VCLT vs BUD
-22.8%
+39.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.1% |
| 7D | -1.3% | -3.2% | +1.9% | -1.0% |
| 30D | -1.1% | -3.7% | +2.6% | -0.8% |
| 3M | -3.7% | -4.4% | +0.8% | -3.3% |
| 6M | -4.0% | +7.7% | -11.7% | -4.8% |
| YTD | -3.4% | +23.1% | -26.4% | -5.4% |
| 1Y | -4.1% | +33.6% | -37.8% | -6.9% |
| 3Y | +11.0% | +44.7% | -33.7% | +6.5% |
| 5Y | -17.0% | +44.9% | -61.9% | -20.9% |
| All | +16.3% | -22.8% | +39.2% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling