+432.4%
DINO vs VIG
+262.6%
+169.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +5.7% | +3.5% | +2.2% | +1.8% |
| 30D | -19.6% | +4.9% | -24.5% | -23.9% |
| 3M | +11.8% | +2.5% | +9.3% | +8.4% |
| 6M | +49.0% | +11.0% | +37.9% | +31.7% |
| YTD | +128.1% | +16.0% | +112.1% | +90.4% |
| 1Y | +96.3% | +17.5% | +78.8% | +61.1% |
| 3Y | +113.8% | +67.0% | +46.8% | +17.3% |
| 5Y | +252.7% | +64.8% | +187.9% | +93.7% |
| All | +432.4% | +262.6% | +169.7% | +8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling