+2,019.9%
XLK vs VCLT
+100.6%
+1,919.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.2% | -1.4% | +1.6% | +0.6% |
| 30D | -0.6% | -1.2% | +0.5% | -0.3% |
| 3M | +2.6% | -4.8% | +7.3% | +3.9% |
| 6M | +34.0% | -2.6% | +36.5% | +35.0% |
| YTD | +30.7% | -3.3% | +34.0% | +31.9% |
| 1Y | +39.2% | -4.8% | +44.0% | +41.0% |
| 3Y | +120.4% | +11.5% | +108.9% | +115.2% |
| 5Y | +148.8% | -17.0% | +165.8% | +148.9% |
| 10Y | +803.3% | +16.7% | +786.5% | +848.7% |
| All | +2,019.9% | +100.6% | +1,919.3% | +2,853.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling