+107.9%
DINO vs VT
+75.0%
+32.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.7% | +0.4% | +5.3% | +5.4% |
| 30D | +27.8% | +1.0% | +26.8% | +27.0% |
| 3M | +45.6% | +2.4% | +43.3% | +42.9% |
| 6M | +88.5% | +12.0% | +76.5% | +71.6% |
| YTD | +134.1% | +15.3% | +118.8% | +106.5% |
| 1Y | +111.1% | +22.6% | +88.5% | +74.7% |
| All | +107.9% | +75.0% | +32.9% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling