+99.5%
VCLT price history and return analytics
+419.0%
-319.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -1.9% | +2.9% | -4.8% | -2.1% |
| 30D | +1.4% | -2.5% | +4.0% | +1.6% |
| 3M | -1.8% | -3.3% | +1.6% | -1.5% |
| 6M | -3.9% | +1.5% | -5.4% | -4.1% |
| YTD | -3.9% | +11.4% | -15.3% | -4.8% |
| 1Y | -4.7% | +11.9% | -16.6% | -5.6% |
| 3Y | +14.1% | +73.9% | -59.8% | +9.5% |
| 5Y | -16.6% | +57.9% | -74.5% | -20.2% |
| 10Y | +21.4% | +222.6% | -201.2% | +19.2% |
| All | +99.5% | +419.0% | -319.6% | +113.5% |
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