+1,934.0%
VRT vs DINO
+96.9%
+1,837.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | +5.7% | +4.8% | +9.2% |
| 30D | -9.3% | -19.6% | +10.2% | -4.8% |
| 3M | -29.6% | +11.8% | -41.4% | -31.3% |
| 6M | -45.4% | +49.0% | -94.3% | -50.3% |
| YTD | +24.8% | +128.1% | -103.3% | +1.6% |
| 1Y | +23.6% | +96.3% | -72.7% | +4.3% |
| 3Y | +379.7% | +113.8% | +265.9% | +286.4% |
| 5Y | +660.3% | +252.7% | +407.7% | +448.5% |
| All | +1,934.0% | +96.9% | +1,837.1% | +1,200.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling