+953.6%
IGV vs DINO
+12,039.2%
-11,085.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.6% | -2.4% |
| 7D | -3.3% | +4.2% | -7.5% | -4.1% |
| 30D | 0.0% | +33.9% | -33.9% | -5.6% |
| 3M | +7.3% | +50.5% | -43.2% | -1.2% |
| 6M | +16.7% | +95.2% | -78.4% | +1.8% |
| YTD | -2.8% | +140.6% | -143.4% | -19.0% |
| 1Y | -6.7% | +119.0% | -125.6% | -21.0% |
| 3Y | +41.1% | +100.4% | -59.3% | +19.2% |
| 5Y | +22.0% | +324.6% | -302.6% | -13.7% |
| 10Y | +357.9% | +485.3% | -127.4% | +171.5% |
| All | +953.6% | +12,039.2% | -11,085.6% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DINO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling