+425.8%
VRTX vs DINO
+491.7%
-65.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -7.8% | +1.5% | -9.3% | -8.0% |
| 30D | -2.8% | +25.9% | -28.8% | -5.7% |
| 3M | +18.1% | +53.2% | -35.1% | +11.6% |
| 6M | +3.1% | +105.5% | -102.4% | -6.7% |
| YTD | +13.5% | +139.2% | -125.7% | +0.2% |
| 1Y | +32.4% | +117.4% | -85.0% | +18.3% |
| 3Y | +50.0% | +99.3% | -49.3% | +33.7% |
| 5Y | +172.9% | +333.0% | -160.1% | +111.4% |
| All | +425.8% | +491.7% | -65.9% | +221.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling