+115.3%
DINO vs VSH
+119.5%
-4.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.1% | -6.0% | 0.0% |
| 7D | +2.3% | +4.8% | -2.5% | +2.2% |
| 30D | +22.6% | -0.7% | +23.3% | +22.7% |
| 3M | +55.2% | -43.1% | +98.3% | +56.7% |
| 6M | +93.8% | +91.8% | +2.0% | +85.0% |
| YTD | +139.5% | +131.6% | +7.9% | +123.0% |
| 1Y | +115.3% | +118.1% | -2.8% | +99.3% |
| All | +115.3% | +119.5% | -4.2% | +99.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling