+96.2%
DINO vs VSH
+100.9%
-4.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.6% | +1.1% |
| 7D | +5.0% | +26.2% | -21.2% | +4.5% |
| 30D | -19.9% | -12.5% | -7.4% | -20.0% |
| 3M | +16.8% | -16.9% | +33.7% | +16.5% |
| 6M | +44.8% | -17.0% | +61.8% | +43.7% |
| YTD | +128.0% | +93.8% | +34.2% | +120.1% |
| All | +96.2% | +100.9% | -4.7% | +88.7% |
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