+911.8%
VLO vs DINO
+491.7%
+420.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +4.0% | +1.5% | +2.5% | +2.9% |
| 30D | +19.0% | +25.9% | -6.9% | +0.1% |
| 3M | +50.0% | +53.2% | -3.2% | +9.1% |
| 6M | +79.1% | +105.5% | -26.3% | +4.9% |
| YTD | +140.3% | +139.2% | +1.0% | +24.4% |
| 1Y | +148.3% | +117.4% | +30.9% | +37.9% |
| 3Y | +194.6% | +99.3% | +95.3% | +72.0% |
| 5Y | +609.6% | +333.0% | +276.6% | +130.4% |
| All | +911.8% | +491.7% | +420.1% | +184.4% |
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