+475.0%
DINO vs VYM
+209.2%
+265.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.8% |
| 7D | +2.3% | -0.8% | +3.1% | +3.4% |
| 30D | +22.6% | -2.2% | +24.9% | +26.6% |
| 3M | +55.2% | +3.1% | +52.2% | +48.5% |
| 6M | +93.8% | +9.7% | +84.0% | +68.3% |
| YTD | +139.5% | +14.9% | +124.6% | +94.8% |
| 1Y | +115.3% | +17.6% | +97.7% | +69.1% |
| 3Y | +98.8% | +65.3% | +33.5% | -3.7% |
| 5Y | +333.5% | +78.7% | +254.8% | +86.3% |
| All | +475.0% | +209.2% | +265.8% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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