+334.7%
DINO vs VEU
+55.0%
+279.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.3% |
| 7D | +2.0% | +0.3% | +1.7% | +1.8% |
| 30D | +27.7% | +0.7% | +27.0% | +27.1% |
| 3M | +56.3% | +4.7% | +51.6% | +51.2% |
| 6M | +107.6% | +11.6% | +95.9% | +89.9% |
| YTD | +140.2% | +16.8% | +123.4% | +110.8% |
| 1Y | +113.0% | +24.9% | +88.1% | +76.9% |
| 3Y | +100.1% | +75.7% | +24.3% | +25.3% |
| All | +334.7% | +55.0% | +279.7% | +206.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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