-4.8%
VCLT vs VO
+13.3%
-18.1%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | -0.2% |
| 7D | -1.4% | -1.5% | +0.2% | -0.9% |
| 30D | -1.2% | -3.0% | +1.9% | -0.3% |
| 3M | -4.8% | +2.8% | -7.6% | -5.5% |
| 6M | -2.6% | +10.9% | -13.5% | -5.2% |
| YTD | -3.3% | +12.5% | -15.8% | -6.1% |
| 1Y | -4.8% | +12.0% | -16.8% | -7.7% |
| All | -4.8% | +13.3% | -18.1% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling