+54.2%
VRTX vs DINO
+106.4%
-52.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -5.9% | -3.3% |
| 7D | -3.4% | +4.2% | -7.6% | -3.7% |
| 30D | +6.6% | +33.9% | -27.2% | +4.7% |
| 3M | +19.4% | +50.5% | -31.1% | +16.2% |
| 6M | +15.8% | +95.2% | -79.3% | +9.7% |
| YTD | +16.7% | +140.6% | -123.9% | +7.6% |
| 1Y | +33.8% | +119.0% | -85.1% | +24.7% |
| 3Y | +54.2% | +100.4% | -46.2% | +41.6% |
| All | +54.2% | +106.4% | -52.3% | +41.6% |
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