-15.9%
VCLT vs BUD
+51.6%
-67.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.6% |
| 7D | -2.3% | +1.0% | -3.3% | -2.4% |
| 30D | +0.8% | +6.7% | -5.9% | -0.1% |
| 3M | -2.7% | +5.7% | -8.4% | -3.4% |
| 6M | -4.3% | +5.8% | -10.1% | -5.2% |
| YTD | -4.3% | +34.4% | -38.7% | -8.2% |
| 1Y | -4.4% | +33.3% | -37.6% | -8.2% |
| 3Y | +13.8% | +48.8% | -35.0% | +6.8% |
| All | -15.9% | +51.6% | -67.5% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling