+475.0%
DINO vs VIG
+250.0%
+224.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.7% |
| 7D | +2.3% | -1.1% | +3.4% | +3.5% |
| 30D | +22.6% | -2.7% | +25.4% | +26.5% |
| 3M | +55.2% | +2.5% | +52.7% | +50.5% |
| 6M | +93.8% | +9.2% | +84.5% | +73.6% |
| YTD | +139.5% | +9.8% | +129.7% | +112.8% |
| 1Y | +115.3% | +12.4% | +102.9% | +86.0% |
| 3Y | +98.8% | +55.9% | +42.9% | +17.9% |
| 5Y | +333.5% | +63.9% | +269.5% | +137.1% |
| All | +475.0% | +250.0% | +224.9% | +17.4% |
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