+189.2%
VLO vs DINO
+98.5%
+90.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.8% | +0.5% | +1.1% |
| 7D | +5.8% | +4.2% | +1.6% | +2.4% |
| 30D | +28.3% | +33.9% | -5.5% | +2.0% |
| 3M | +48.7% | +50.5% | -1.8% | +7.4% |
| 6M | +71.9% | +95.2% | -23.3% | +1.3% |
| YTD | +138.7% | +140.6% | -1.9% | +17.6% |
| 1Y | +148.5% | +119.0% | +29.5% | +31.9% |
| All | +189.2% | +98.5% | +90.8% | +63.3% |
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 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