+329.4%
DINO vs VO
+43.4%
+286.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +3.2% |
| 7D | +4.2% | +0.6% | +3.5% | +3.7% |
| 30D | +33.9% | -1.1% | +34.9% | +35.0% |
| 3M | +50.5% | +4.5% | +46.0% | +45.1% |
| 6M | +95.2% | +11.1% | +84.1% | +78.2% |
| YTD | +140.6% | +13.5% | +127.0% | +115.5% |
| 1Y | +119.0% | +14.5% | +104.5% | +94.5% |
| 3Y | +100.4% | +58.1% | +42.3% | +39.4% |
| All | +329.4% | +43.4% | +286.0% | +221.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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