+333.0%
DINO vs VSH
+64.0%
+269.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.1% |
| 7D | +1.5% | +2.8% | -1.3% | +0.8% |
| 30D | +25.9% | -6.0% | +31.9% | +27.4% |
| 3M | +53.2% | -42.6% | +95.8% | +70.2% |
| 6M | +105.5% | +82.1% | +23.4% | +56.9% |
| YTD | +139.2% | +117.5% | +21.7% | +69.8% |
| 1Y | +117.4% | +109.0% | +8.4% | +54.4% |
| 3Y | +99.3% | +34.9% | +64.4% | +58.8% |
| 5Y | +333.0% | +65.1% | +267.9% | +207.1% |
| All | +333.0% | +64.0% | +269.0% | +207.1% |
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