+631.1%
VRT vs DINO
+250.3%
+380.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.8% |
| 7D | -17.7% | -12.9% | -4.8% | -13.9% |
| 30D | -20.0% | -18.6% | -1.4% | -15.1% |
| 3M | -28.1% | +16.6% | -44.7% | -31.4% |
| 6M | -42.8% | +38.2% | -81.0% | -48.7% |
| YTD | +20.0% | +119.3% | -99.4% | -9.7% |
| 1Y | +3.5% | +84.3% | -80.8% | -17.0% |
| 3Y | +366.1% | +107.1% | +259.0% | +239.7% |
| All | +631.1% | +250.3% | +380.8% | +322.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling