+99.3%
DINO vs VSH
+35.1%
+64.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | +2.0% | +3.5% | -1.6% | +1.3% |
| 30D | +27.7% | -4.4% | +32.1% | +28.4% |
| 3M | +56.3% | -45.8% | +102.1% | +72.0% |
| 6M | +107.6% | +90.1% | +17.4% | +63.1% |
| YTD | +140.2% | +120.3% | +19.9% | +78.5% |
| 1Y | +113.0% | +112.2% | +0.8% | +58.3% |
| All | +99.3% | +35.1% | +64.2% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling