+111.1%
DINO vs VIG
+16.9%
+94.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.8% |
| 7D | +5.7% | -0.4% | +6.1% | +5.7% |
| 30D | +27.8% | -1.0% | +28.8% | +27.6% |
| 3M | +45.6% | +2.8% | +42.9% | +46.3% |
| 6M | +88.5% | +8.2% | +80.3% | +94.3% |
| YTD | +134.1% | +11.0% | +123.1% | +137.6% |
| 1Y | +111.1% | +16.1% | +95.0% | +118.1% |
| All | +111.1% | +16.9% | +94.3% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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