+16.3%
VCLT vs VO
+197.9%
-181.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -1.0% |
| 7D | -1.3% | -2.5% | +1.2% | -0.7% |
| 30D | -1.1% | -3.2% | +2.1% | -0.4% |
| 3M | -3.7% | +3.9% | -7.6% | -4.5% |
| 6M | -4.0% | +9.6% | -13.7% | -5.9% |
| YTD | -3.4% | +11.6% | -15.0% | -5.7% |
| 1Y | -4.1% | +12.6% | -16.8% | -6.7% |
| 3Y | +11.0% | +55.4% | -44.4% | +0.7% |
| 5Y | -17.0% | +41.8% | -58.8% | -24.1% |
| All | +16.3% | +197.9% | -181.6% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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