+82.2%
IVV vs DINO
+313.0%
-230.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -1.0% |
| 7D | +0.5% | +4.2% | -3.7% | -0.1% |
| 30D | -1.0% | +33.9% | -34.8% | -4.9% |
| 3M | +3.9% | +50.5% | -46.7% | -2.1% |
| 6M | +14.5% | +95.2% | -80.7% | +3.4% |
| YTD | +12.9% | +140.6% | -127.7% | -1.9% |
| 1Y | +19.4% | +119.0% | -99.6% | +5.2% |
| 3Y | +78.8% | +100.4% | -21.6% | +54.5% |
| 5Y | +82.2% | +324.6% | -242.4% | +39.3% |
| All | +82.2% | +313.0% | -230.8% | +39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling