+98.6%
VCLT price history and return analytics
+417.5%
-318.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -2.3% | +2.4% | -4.6% | -2.5% |
| 30D | +0.8% | -1.5% | +2.3% | +0.9% |
| 3M | -2.7% | -4.1% | +1.4% | -2.3% |
| 6M | -4.3% | +0.6% | -4.8% | -4.4% |
| YTD | -4.3% | +11.0% | -15.4% | -5.2% |
| 1Y | -4.4% | +13.3% | -17.7% | -5.4% |
| 3Y | +13.8% | +73.4% | -59.6% | +9.2% |
| 5Y | -17.0% | +57.4% | -74.4% | -20.6% |
| 10Y | +20.9% | +221.7% | -200.8% | +18.7% |
| All | +98.6% | +417.5% | -318.9% | +112.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling