+6,633.7%
DINO vs ITOT
+885.8%
+5,747.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | +0.5% |
| 7D | +2.0% | -0.4% | +2.3% | +2.4% |
| 30D | +27.7% | -1.6% | +29.3% | +30.1% |
| 3M | +56.3% | +3.5% | +52.7% | +48.8% |
| 6M | +107.6% | +13.1% | +94.4% | +75.4% |
| YTD | +140.2% | +12.7% | +127.5% | +103.3% |
| 1Y | +113.0% | +18.3% | +94.7% | +69.4% |
| 3Y | +100.1% | +76.4% | +23.7% | -3.9% |
| 5Y | +328.7% | +73.8% | +255.0% | +102.2% |
| 10Y | +489.2% | +301.2% | +188.0% | -4.0% |
| All | +6,633.7% | +885.8% | +5,747.9% | +275.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling