+123.4%
VRT vs DINO
+111.1%
+12.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.0% | +4.3% |
| 7D | +9.1% | +5.7% | +3.4% | +9.4% |
| 30D | +0.9% | +27.8% | -26.9% | +2.3% |
| 3M | -13.4% | +45.6% | -59.0% | -12.3% |
| 6M | +11.7% | +88.5% | -76.8% | +12.6% |
| YTD | +73.2% | +134.1% | -60.9% | +68.1% |
| 1Y | +123.4% | +111.1% | +12.3% | +130.3% |
| All | +123.4% | +111.1% | +12.4% | +130.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling