+37.6%
XLC vs VCLT
-15.5%
+53.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -1.4% | 0.0% | -1.4% | -1.4% |
| 30D | -0.9% | +0.1% | -1.0% | -0.9% |
| 3M | -0.3% | -2.9% | +2.6% | +1.2% |
| 6M | -5.2% | -4.0% | -1.2% | -3.2% |
| YTD | -5.3% | -2.2% | -3.1% | -4.2% |
| 1Y | -2.8% | -2.6% | -0.2% | -1.5% |
| 3Y | +71.2% | +12.3% | +58.9% | +59.8% |
| 5Y | +37.6% | -16.4% | +54.0% | +38.5% |
| All | +37.6% | -15.5% | +53.1% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling