+310.3%
IVV vs DINO
+449.5%
-139.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | +5.7% | -3.1% | +1.6% |
| 30D | -2.0% | -19.6% | +17.6% | +1.5% |
| 3M | -2.8% | +11.8% | -14.6% | -5.1% |
| 6M | +2.2% | +49.0% | -46.8% | -5.5% |
| YTD | +11.5% | +128.1% | -116.6% | -5.4% |
| 1Y | +13.5% | +96.3% | -82.8% | -1.1% |
| 3Y | +78.1% | +113.8% | -35.7% | +49.4% |
| 5Y | +73.1% | +252.7% | -179.6% | +28.5% |
| All | +310.3% | +449.5% | -139.2% | +175.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling