+113.3%
DINO vs VLTO
+56.3%
+57.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -12.9% | +1.6% | -14.5% | -13.1% |
| 30D | -18.6% | +22.0% | -40.5% | -21.1% |
| 3M | +16.6% | +21.9% | -5.3% | +13.0% |
| 6M | +38.2% | +36.5% | +1.6% | +30.5% |
| YTD | +119.3% | +19.0% | +100.4% | +113.7% |
| 1Y | +84.3% | +21.0% | +63.3% | +78.2% |
| 3Y | +107.1% | +69.9% | +37.2% | +91.6% |
| All | +113.3% | +56.3% | +57.0% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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