+18,700.1%
DINO vs VSH
+1,531.5%
+17,168.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.8% | -5.8% | +1.1% |
| 7D | -2.7% | +12.8% | -15.5% | -5.6% |
| 30D | -17.2% | -9.0% | -8.2% | -16.4% |
| 3M | +18.9% | -12.2% | +31.1% | +20.1% |
| 6M | +40.6% | -15.9% | +56.5% | +37.9% |
| YTD | +125.9% | +103.2% | +22.7% | +78.3% |
| 1Y | +90.9% | +108.4% | -17.5% | +49.4% |
| 3Y | +113.4% | +41.6% | +71.8% | +76.9% |
| 5Y | +258.3% | +54.6% | +203.7% | +188.6% |
| 10Y | +446.1% | +138.2% | +308.0% | +304.2% |
| All | +18,700.1% | +1,531.5% | +17,168.5% | +9,552.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling