+474.3%
DINO vs VSH
+179.3%
+295.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | 0.0% |
| 7D | +1.5% | +3.1% | -1.6% | +0.2% |
| 30D | +25.9% | -5.7% | +31.6% | +28.1% |
| 3M | +53.2% | -42.5% | +95.6% | +81.0% |
| 6M | +105.5% | +82.7% | +22.8% | +37.6% |
| YTD | +139.2% | +118.2% | +21.0% | +44.5% |
| 1Y | +117.4% | +109.7% | +7.7% | +31.2% |
| 3Y | +99.3% | +35.3% | +64.0% | +40.0% |
| 5Y | +333.0% | +65.6% | +267.4% | +157.0% |
| All | +474.3% | +179.3% | +295.1% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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