+98.8%
DINO vs VNQ
+30.7%
+68.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | +2.3% | -1.3% | +3.6% | +2.9% |
| 30D | +22.6% | -2.6% | +25.2% | +24.0% |
| 3M | +55.2% | -2.0% | +57.3% | +56.2% |
| 6M | +93.8% | +4.3% | +89.4% | +87.7% |
| YTD | +139.5% | +9.2% | +130.3% | +126.0% |
| 1Y | +115.3% | +5.6% | +109.7% | +107.1% |
| 3Y | +98.8% | +30.8% | +67.9% | +65.0% |
| All | +98.8% | +30.7% | +68.1% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling