+177.1%
VRTX vs DINO
+328.2%
-151.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -6.4% | +2.0% | -8.4% | -6.5% |
| 30D | -0.5% | +27.7% | -28.2% | -2.4% |
| 3M | +16.9% | +56.3% | -39.4% | +12.7% |
| 6M | +13.1% | +107.6% | -94.5% | +5.8% |
| YTD | +14.9% | +140.2% | -125.2% | +5.6% |
| 1Y | +31.4% | +113.0% | -81.5% | +22.3% |
| 3Y | +51.9% | +100.1% | -48.2% | +40.0% |
| 5Y | +177.1% | +328.7% | -151.7% | +132.1% |
| All | +177.1% | +328.2% | -151.1% | +132.1% |
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