+23.6%
VRT vs DINO
+93.3%
-69.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | +5.7% | +4.8% | +10.1% |
| 30D | -9.3% | -19.6% | +10.2% | -9.9% |
| 3M | -29.6% | +11.8% | -41.4% | -28.4% |
| 6M | -45.4% | +49.0% | -94.3% | -43.4% |
| YTD | +24.8% | +128.1% | -103.3% | +25.8% |
| 1Y | +23.6% | +96.3% | -72.7% | +34.5% |
| All | +23.6% | +93.3% | -69.7% | +34.5% |
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