+194.3%
VRTX vs DINO
+260.8%
-66.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.3% |
| 7D | -0.4% | -2.7% | +2.3% | -0.2% |
| 30D | +7.9% | -17.2% | +25.1% | +9.0% |
| 3M | +3.3% | +18.9% | -15.6% | +1.5% |
| 6M | +25.7% | +40.6% | -14.9% | +21.6% |
| YTD | +20.7% | +125.9% | -105.3% | +10.9% |
| 1Y | +27.4% | +90.9% | -63.5% | +19.3% |
| 3Y | +46.4% | +113.4% | -67.0% | +33.4% |
| 5Y | +194.3% | +258.3% | -64.0% | +149.6% |
| All | +194.3% | +260.8% | -66.5% | +149.6% |
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 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