+109.9%
DINO vs VLTO
+54.8%
+55.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -15.5% | +5.4% | -20.9% | -16.2% |
| 30D | -16.0% | +22.3% | -38.3% | -18.5% |
| 3M | +17.9% | +19.6% | -1.7% | +14.6% |
| 6M | +38.5% | +35.2% | +3.4% | +31.0% |
| YTD | +115.8% | +17.9% | +98.0% | +110.6% |
| 1Y | +87.1% | +19.5% | +67.6% | +81.4% |
| 3Y | +96.5% | +73.9% | +22.6% | +81.7% |
| All | +109.9% | +54.8% | +55.0% | +94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling