+81.7%
VRT vs DINO
+112.8%
-31.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.6% |
| 7D | -7.7% | +1.5% | -9.2% | -7.6% |
| 30D | -12.0% | +25.9% | -37.9% | -11.1% |
| 3M | -11.7% | +53.2% | -64.8% | -10.9% |
| 6M | -8.1% | +105.5% | -113.5% | -8.9% |
| YTD | +53.2% | +139.2% | -86.0% | +46.1% |
| 1Y | +81.7% | +117.4% | -35.7% | +85.1% |
| All | +81.7% | +112.8% | -31.2% | +85.1% |
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 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