+98.6%
DINO vs VIG
+54.7%
+43.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | +1.5% | -2.2% | +3.7% | +3.5% |
| 30D | +25.9% | -3.2% | +29.1% | +29.6% |
| 3M | +53.2% | +3.0% | +50.1% | +48.5% |
| 6M | +105.5% | +8.1% | +97.3% | +89.2% |
| YTD | +139.2% | +9.1% | +130.2% | +117.7% |
| 1Y | +117.4% | +12.6% | +104.8% | +90.2% |
| All | +98.6% | +54.7% | +43.9% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling