+21.7%
VCLT vs VO
+197.6%
-175.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.3% | +3.1% | -5.4% | -2.9% |
| 30D | +0.8% | +2.2% | -1.4% | +0.3% |
| 3M | -2.7% | -2.5% | -0.2% | -2.2% |
| 6M | -4.3% | +7.0% | -11.2% | -5.7% |
| YTD | -4.3% | +14.0% | -18.3% | -7.1% |
| 1Y | -4.4% | +15.6% | -20.0% | -7.4% |
| 3Y | +13.8% | +66.2% | -52.4% | +1.7% |
| 5Y | -17.0% | +36.6% | -53.6% | -23.8% |
| All | +21.7% | +197.6% | -175.9% | +0.3% |
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