+118.1%
VSH vs VCLT
-4.4%
+122.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.0% |
| 7D | +4.8% | -1.4% | +6.1% | +7.7% |
| 30D | -0.7% | -1.2% | +0.5% | +1.5% |
| 3M | -43.1% | -4.8% | -38.3% | -36.5% |
| 6M | +91.8% | -2.6% | +94.4% | +105.5% |
| YTD | +131.6% | -3.3% | +135.0% | +146.7% |
| 1Y | +118.1% | -4.8% | +122.9% | +141.3% |
| All | +118.1% | -4.4% | +122.5% | +141.3% |
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 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