+227.7%
VLO vs DINO
+115.2%
+112.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.4% |
| 7D | +6.8% | +5.0% | +1.7% | +2.8% |
| 30D | -17.9% | -19.9% | +2.1% | -2.0% |
| 3M | +13.5% | +16.8% | -3.2% | +0.7% |
| 6M | +53.0% | +44.8% | +8.2% | +14.4% |
| YTD | +133.7% | +128.0% | +5.7% | +20.7% |
| 1Y | +115.7% | +95.0% | +20.7% | +26.3% |
| All | +227.7% | +115.2% | +112.5% | +72.9% |
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