+810.9%
VOO vs VCLT
+77.5%
+733.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +2.6% | -2.3% | +4.8% | +3.1% |
| 30D | -2.0% | +0.8% | -2.7% | -2.1% |
| 3M | -2.8% | -2.7% | -0.1% | -2.2% |
| 6M | +2.2% | -4.3% | +6.5% | +3.1% |
| YTD | +11.5% | -4.3% | +15.8% | +12.6% |
| 1Y | +13.5% | -4.4% | +17.9% | +14.6% |
| 3Y | +78.1% | +13.8% | +64.3% | +74.3% |
| 5Y | +73.1% | -17.0% | +90.1% | +72.7% |
| 10Y | +310.7% | +20.9% | +289.8% | +340.0% |
| All | +810.9% | +77.5% | +733.4% | +1,097.3% |
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