+614.6%
VLO vs DINO
+328.2%
+286.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +6.2% | +2.0% | +4.3% | +4.7% |
| 30D | +23.5% | +27.7% | -4.2% | +2.3% |
| 3M | +53.9% | +56.3% | -2.4% | +9.0% |
| 6M | +81.7% | +107.6% | -25.9% | +3.7% |
| YTD | +142.5% | +140.2% | +2.3% | +22.2% |
| 1Y | +145.4% | +113.0% | +32.5% | +35.6% |
| 3Y | +197.3% | +100.1% | +97.3% | +68.6% |
| 5Y | +614.6% | +328.7% | +285.9% | +135.2% |
| All | +614.6% | +328.2% | +286.4% | +135.2% |
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 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