+20.7%
XLK vs VCLT
-3.2%
+24.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.9% |
| 7D | -7.6% | +0.4% | -8.0% | -7.9% |
| 30D | -12.2% | +3.9% | -16.1% | -15.7% |
| 3M | -5.5% | -1.9% | -3.5% | -2.8% |
| 6M | +9.2% | -2.6% | +11.8% | +13.3% |
| YTD | +23.0% | -3.1% | +26.1% | +27.3% |
| 1Y | +20.7% | -3.6% | +24.3% | +25.4% |
| All | +20.7% | -3.2% | +24.0% | +25.4% |
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