+333.0%
DINO vs VIG
+61.5%
+271.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | +1.5% | -2.2% | +3.7% | +3.3% |
| 30D | +25.9% | -3.2% | +29.1% | +29.3% |
| 3M | +53.2% | +3.0% | +50.1% | +49.1% |
| 6M | +105.5% | +8.1% | +97.3% | +91.2% |
| YTD | +139.2% | +9.1% | +130.2% | +120.8% |
| 1Y | +117.4% | +12.6% | +104.8% | +94.7% |
| 3Y | +99.3% | +55.4% | +43.9% | +38.0% |
| 5Y | +333.0% | +62.8% | +270.2% | +183.4% |
| All | +333.0% | +61.5% | +271.6% | +183.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling