+644.6%
VRT vs DINO
+106.4%
+538.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +3.1% |
| 7D | +13.6% | +4.2% | +9.4% | +12.6% |
| 30D | +6.8% | +33.9% | -27.1% | -0.2% |
| 3M | -3.2% | +50.5% | -53.8% | -12.9% |
| 6M | +20.3% | +95.2% | -74.8% | -0.7% |
| YTD | +79.6% | +140.6% | -61.0% | +36.4% |
| 1Y | +139.0% | +119.0% | +20.0% | +87.6% |
| 3Y | +644.6% | +100.4% | +544.2% | +424.0% |
| All | +644.6% | +106.4% | +538.2% | +424.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling