+226.1%
VSAT vs VCLT
+12.2%
+213.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | +17.3% | +0.3% | +17.0% | +16.8% |
| 30D | -3.3% | -0.6% | -2.7% | -2.5% |
| 3M | +18.7% | -2.2% | +21.0% | +23.3% |
| 6M | +77.6% | -2.9% | +80.4% | +87.5% |
| YTD | +125.6% | -2.1% | +127.7% | +136.1% |
| 1Y | +158.3% | -2.6% | +160.9% | +172.6% |
| 3Y | +226.1% | +12.5% | +213.6% | +205.7% |
| All | +226.1% | +12.2% | +213.9% | +205.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling