+102.0%
DINO vs ITOT
+14.7%
+87.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.5% | -9.3% | -7.2% |
| 7D | -6.6% | -0.7% | -5.9% | -6.7% |
| 30D | -9.2% | -1.1% | -8.2% | -9.4% |
| 3M | +19.2% | -0.8% | +20.0% | +19.2% |
| 6M | +47.6% | +7.0% | +40.6% | +50.9% |
| YTD | +132.2% | +13.3% | +118.9% | +142.4% |
| 1Y | +102.0% | +14.8% | +87.2% | +109.4% |
| All | +102.0% | +14.7% | +87.3% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling