+46.6%
XLE vs VCLT
-4.8%
+51.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +0.4% |
| 7D | +4.4% | -1.9% | +6.3% | +2.6% |
| 30D | -4.3% | +1.4% | -5.7% | -3.1% |
| 3M | +6.0% | -1.8% | +7.8% | +4.2% |
| 6M | +13.2% | -3.9% | +17.1% | +9.6% |
| YTD | +46.7% | -3.9% | +50.7% | +41.5% |
| 1Y | +46.6% | -4.7% | +51.3% | +41.6% |
| All | +46.6% | -4.8% | +51.4% | +41.6% |
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