-16.6%
VCLT price history and return analytics
+58.5%
-75.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -1.9% | +2.9% | -4.8% | -2.8% |
| 30D | +1.4% | -2.5% | +4.0% | +2.2% |
| 3M | -1.8% | -3.3% | +1.6% | -0.8% |
| 6M | -3.9% | +1.5% | -5.4% | -4.5% |
| YTD | -3.9% | +11.4% | -15.3% | -7.3% |
| 1Y | -4.7% | +11.9% | -16.6% | -8.3% |
| 3Y | +14.1% | +73.9% | -59.8% | -5.6% |
| 5Y | -16.6% | +57.9% | -74.5% | -32.8% |
| All | -16.6% | +58.5% | -75.2% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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