+475.0%
DINO vs VNQ
+64.0%
+410.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.4% |
| 7D | +2.3% | -1.3% | +3.6% | +3.2% |
| 30D | +22.6% | -2.6% | +25.2% | +24.8% |
| 3M | +55.2% | -2.0% | +57.3% | +57.0% |
| 6M | +93.8% | +4.3% | +89.4% | +85.5% |
| YTD | +139.5% | +9.2% | +130.3% | +121.6% |
| 1Y | +115.3% | +5.6% | +109.7% | +104.1% |
| 3Y | +98.8% | +30.8% | +67.9% | +57.6% |
| 5Y | +333.5% | +8.0% | +325.5% | +291.4% |
| All | +475.0% | +64.0% | +410.9% | +268.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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