+249.9%
DINO vs VT
+57.5%
+192.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -12.9% | -0.1% | -12.7% | -12.8% |
| 30D | -18.6% | -3.1% | -15.5% | -16.9% |
| 3M | +16.6% | -3.5% | +20.1% | +19.3% |
| 6M | +38.2% | +0.5% | +37.7% | +36.5% |
| YTD | +119.3% | +10.8% | +108.6% | +98.6% |
| 1Y | +84.3% | +11.9% | +72.4% | +65.3% |
| 3Y | +107.1% | +73.0% | +34.2% | +29.9% |
| 5Y | +249.9% | +58.6% | +191.3% | +137.5% |
| All | +249.9% | +57.5% | +192.4% | +137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling