+124.8%
VGT vs DINO
+97.6%
+27.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.2% | +2.3% | -2.5% | -0.5% |
| 30D | -0.4% | +22.6% | -23.1% | -3.6% |
| 3M | +4.4% | +55.2% | -50.8% | -3.1% |
| 6M | +32.1% | +93.8% | -61.7% | +17.2% |
| YTD | +28.8% | +139.5% | -110.7% | +8.2% |
| 1Y | +35.3% | +115.3% | -80.0% | +16.3% |
| 3Y | +124.8% | +98.8% | +26.0% | +76.2% |
| All | +124.8% | +97.6% | +27.2% | +76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling