+475.0%
DINO vs VTRS
-48.4%
+523.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +2.3% | -2.2% | +4.5% | +3.0% |
| 30D | +22.6% | +3.3% | +19.3% | +21.4% |
| 3M | +55.2% | +2.0% | +53.2% | +53.9% |
| 6M | +93.8% | +19.9% | +73.8% | +81.2% |
| YTD | +139.5% | +35.7% | +103.8% | +114.4% |
| 1Y | +115.3% | +68.1% | +47.2% | +79.0% |
| 3Y | +98.8% | +87.1% | +11.7% | +54.9% |
| 5Y | +333.5% | +47.6% | +285.8% | +252.5% |
| All | +475.0% | -48.4% | +523.3% | +457.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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