+776.1%
IVV vs DINO
+39,804.5%
-39,028.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +0.1% | +5.7% | -5.6% | -0.9% |
| 30D | +0.1% | +27.8% | -27.7% | -4.4% |
| 3M | +2.0% | +45.6% | -43.6% | -5.2% |
| 6M | +13.0% | +88.5% | -75.4% | -0.4% |
| YTD | +13.6% | +134.1% | -120.5% | -4.3% |
| 1Y | +20.1% | +111.1% | -91.0% | +2.9% |
| 3Y | +77.6% | +109.1% | -31.5% | +49.6% |
| 5Y | +82.5% | +307.2% | -224.7% | +31.6% |
| 10Y | +316.5% | +495.9% | -179.4% | +155.1% |
| All | +776.1% | +39,804.5% | -39,028.4% | +228.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling