+121.8%
DINO vs VLTO
+56.4%
+65.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +5.7% | +1.0% | +4.7% | +5.5% |
| 30D | -19.6% | +17.5% | -37.0% | -21.6% |
| 3M | +11.8% | +21.4% | -9.6% | +8.4% |
| 6M | +49.0% | +38.1% | +10.8% | +40.3% |
| YTD | +128.1% | +19.0% | +109.1% | +122.2% |
| 1Y | +96.3% | +20.7% | +75.6% | +90.1% |
| 3Y | +113.8% | +64.3% | +49.5% | +98.2% |
| All | +121.8% | +56.4% | +65.4% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling