+12.5%
VCLT vs BUD
+48.7%
-36.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | 0.0% |
| 7D | +0.3% | +0.8% | -0.5% | +0.2% |
| 30D | -0.6% | -4.8% | +4.2% | 0.0% |
| 3M | -2.2% | +1.4% | -3.6% | -2.5% |
| 6M | -2.9% | +9.9% | -12.8% | -4.2% |
| YTD | -2.1% | +26.3% | -28.4% | -5.1% |
| 1Y | -2.6% | +36.1% | -38.7% | -6.5% |
| 3Y | +12.5% | +48.6% | -36.1% | +5.2% |
| All | +12.5% | +48.7% | -36.2% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling