+471.6%
VLO vs DINO
+265.6%
+206.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.4% |
| 3M | +13.5% | +16.8% | -3.2% | +0.9% |
| 6M | +53.0% | +44.8% | +8.2% | +15.0% |
| YTD | +133.7% | +128.0% | +5.7% | +22.5% |
| 1Y | +115.7% | +95.0% | +20.7% | +27.6% |
| 3Y | +231.9% | +115.4% | +116.6% | +78.3% |
| 5Y | +471.6% | +252.6% | +219.0% | +124.4% |
| All | +471.6% | +265.6% | +206.0% | +124.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling