-4.1%
VCLT vs FGI
+126.2%
-130.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.4% | -10.6% | -1.2% |
| 7D | -1.3% | +22.8% | -24.1% | -1.3% |
| 30D | -1.1% | +85.9% | -87.1% | -1.4% |
| 3M | -3.7% | +32.4% | -36.1% | -3.9% |
| 6M | -4.0% | +106.3% | -110.4% | -4.3% |
| YTD | -3.4% | +48.4% | -51.8% | -3.6% |
| 1Y | -4.1% | +116.4% | -120.5% | -4.3% |
| All | -4.1% | +126.2% | -130.3% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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