+250.8%
DINO vs VSH
+46.9%
+203.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | +1.4% |
| 7D | +4.5% | +26.2% | -21.7% | -0.6% |
| 30D | -20.3% | -12.5% | -7.8% | -18.9% |
| 3M | +16.2% | -16.9% | +33.1% | +18.6% |
| 6M | +44.1% | -17.0% | +61.0% | +38.0% |
| YTD | +126.9% | +93.8% | +33.1% | +63.0% |
| 1Y | +94.0% | +99.3% | -5.3% | +37.5% |
| 3Y | +114.2% | +35.0% | +79.2% | +64.3% |
| 5Y | +250.8% | +45.8% | +204.9% | +144.0% |
| All | +250.8% | +46.9% | +203.9% | +144.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling