+1,523.6%
DINO vs VCLT
+103.4%
+1,420.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +5.7% | -0.5% | +6.2% | +5.7% |
| 30D | +27.8% | -0.9% | +28.7% | +27.8% |
| 3M | +45.6% | -3.2% | +48.9% | +45.6% |
| 6M | +88.5% | -3.8% | +92.3% | +88.4% |
| YTD | +134.1% | -2.0% | +136.1% | +134.0% |
| 1Y | +111.1% | -0.8% | +111.9% | +111.0% |
| 3Y | +109.1% | +12.3% | +96.8% | +109.4% |
| 5Y | +307.2% | -15.4% | +322.6% | +297.1% |
| 10Y | +495.9% | +15.7% | +480.2% | +544.9% |
| All | +1,523.6% | +103.4% | +1,420.2% | +2,464.1% |
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