+334.7%
DINO vs VMC
+46.8%
+287.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | +0.5% |
| 7D | +2.0% | -5.3% | +7.3% | +3.1% |
| 30D | +27.7% | -12.3% | +39.9% | +31.2% |
| 3M | +56.3% | -10.3% | +66.6% | +58.9% |
| 6M | +107.6% | -8.6% | +116.1% | +108.4% |
| YTD | +140.2% | -11.9% | +152.1% | +142.5% |
| 1Y | +113.0% | -13.9% | +126.9% | +116.2% |
| 3Y | +100.1% | +18.2% | +81.9% | +80.2% |
| All | +334.7% | +46.8% | +287.9% | +246.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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