+430.9%
DINO vs VT
+223.7%
+207.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.1% |
| 7D | -10.7% | +0.4% | -11.0% | -11.1% |
| 30D | -17.8% | -2.6% | -15.2% | -15.6% |
| 3M | +23.3% | -3.2% | +26.5% | +27.1% |
| 6M | +39.6% | +0.9% | +38.6% | +36.1% |
| YTD | +121.6% | +11.3% | +110.3% | +90.4% |
| 1Y | +88.2% | +14.0% | +74.2% | +57.1% |
| 3Y | +114.4% | +75.8% | +38.6% | +6.6% |
| 5Y | +248.7% | +57.8% | +190.9% | +96.0% |
| 10Y | +430.9% | +219.8% | +211.1% | +0.1% |
| All | +430.9% | +223.7% | +207.2% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling