+334.7%
DINO vs VCLT
-16.3%
+351.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +2.0% | 0.0% | +1.9% | +2.0% |
| 30D | +27.7% | +0.1% | +27.6% | +27.7% |
| 3M | +56.3% | -2.9% | +59.2% | +56.7% |
| 6M | +107.6% | -4.0% | +111.5% | +108.3% |
| YTD | +140.2% | -2.2% | +142.4% | +140.4% |
| 1Y | +113.0% | -2.6% | +115.6% | +113.2% |
| 3Y | +100.1% | +12.3% | +87.8% | +96.5% |
| All | +334.7% | -16.3% | +351.0% | +292.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling