+18,881.2%
DINO vs VSH
+1,390.4%
+17,490.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +1.0% |
| 7D | +5.7% | +14.3% | -8.7% | +2.4% |
| 30D | -19.6% | -7.9% | -11.7% | -19.0% |
| 3M | +11.8% | -19.9% | +31.7% | +15.1% |
| 6M | +49.0% | -30.5% | +79.5% | +53.0% |
| YTD | +128.1% | +85.7% | +42.5% | +83.5% |
| 1Y | +96.3% | +98.9% | -2.6% | +55.0% |
| 3Y | +113.8% | +32.1% | +81.7% | +79.8% |
| 5Y | +252.7% | +39.7% | +213.0% | +190.2% |
| 10Y | +451.4% | +117.6% | +333.8% | +316.0% |
| All | +18,881.2% | +1,390.4% | +17,490.7% | +9,834.1% |
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 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