+953.6%
VRT vs DINO
+328.2%
+625.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.5% | -9.6% |
| 7D | +2.4% | +2.0% | +0.5% | +1.9% |
| 30D | -2.7% | +27.7% | -30.4% | -9.2% |
| 3M | -9.2% | +56.3% | -65.5% | -20.8% |
| 6M | -0.5% | +107.6% | -108.1% | -21.5% |
| YTD | +62.3% | +140.2% | -77.8% | +20.6% |
| 1Y | +109.6% | +113.0% | -3.4% | +61.9% |
| 3Y | +573.1% | +100.1% | +473.0% | +403.1% |
| 5Y | +953.6% | +328.7% | +624.9% | +510.1% |
| All | +953.6% | +328.2% | +625.5% | +510.1% |
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 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