+822.6%
VOO vs VCLT
+81.7%
+740.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.5% | +0.3% | +0.2% | +0.5% |
| 30D | -0.9% | -0.6% | -0.4% | -0.8% |
| 3M | +3.9% | -2.2% | +6.1% | +4.4% |
| 6M | +14.5% | -2.9% | +17.4% | +15.2% |
| YTD | +13.0% | -2.1% | +15.0% | +13.5% |
| 1Y | +19.4% | -2.6% | +22.0% | +20.1% |
| 3Y | +78.9% | +12.5% | +66.4% | +75.1% |
| 5Y | +82.3% | -15.3% | +97.6% | +81.0% |
| 10Y | +314.2% | +16.6% | +297.6% | +331.4% |
| All | +822.6% | +81.7% | +740.9% | +1,106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 all: compounded portfolio wealth divided by compounded VCLT 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…
all analysis · Full analysis span regression · 6 months rolling