+115.4%
DINO vs VLTO
+56.1%
+59.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.8% | +2.5% |
| 7D | -10.7% | +2.0% | -12.7% | -10.9% |
| 30D | -17.8% | +21.8% | -39.6% | -20.2% |
| 3M | +23.3% | +20.2% | +3.1% | +19.8% |
| 6M | +39.6% | +36.3% | +3.2% | +31.9% |
| YTD | +121.6% | +18.8% | +102.7% | +115.9% |
| 1Y | +88.2% | +20.4% | +67.8% | +82.3% |
| 3Y | +114.4% | +71.9% | +42.5% | +98.2% |
| All | +115.4% | +56.1% | +59.3% | +98.9% |
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