+13.8%
VRT vs VCLT
-3.2%
+17.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.0% | -13.9% | -13.7% |
| 7D | -15.4% | +0.4% | -15.8% | -15.7% |
| 30D | -19.0% | +3.9% | -22.9% | -23.1% |
| 3M | -23.8% | -1.9% | -21.9% | -20.9% |
| 6M | -37.9% | -2.6% | -35.2% | -35.0% |
| YTD | +27.0% | -3.1% | +30.1% | +32.8% |
| 1Y | +13.8% | -3.6% | +17.4% | +20.1% |
| All | +13.8% | -3.2% | +17.0% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling