+475.0%
DINO vs ITOT
+303.4%
+171.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.8% |
| 7D | +2.3% | -0.9% | +3.2% | +3.2% |
| 30D | +22.6% | -1.5% | +24.1% | +24.5% |
| 3M | +55.2% | +3.6% | +51.7% | +48.9% |
| 6M | +93.8% | +13.7% | +80.1% | +66.5% |
| YTD | +139.5% | +12.9% | +126.6% | +106.9% |
| 1Y | +115.3% | +17.2% | +98.1% | +78.2% |
| 3Y | +98.8% | +75.6% | +23.2% | +4.6% |
| 5Y | +333.5% | +75.5% | +258.0% | +123.0% |
| All | +475.0% | +303.4% | +171.5% | -6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling