+1,216.9%
VST vs DINO
+476.3%
+740.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | +8.9% | +5.7% | +3.2% | +7.5% |
| 30D | +6.2% | +27.8% | -21.6% | +0.1% |
| 3M | -2.7% | +45.6% | -48.4% | -11.5% |
| 6M | -8.4% | +88.5% | -96.8% | -22.2% |
| YTD | -7.2% | +134.1% | -141.3% | -25.9% |
| 1Y | -20.9% | +111.1% | -132.0% | -35.3% |
| 3Y | +384.0% | +109.1% | +274.9% | +287.2% |
| 5Y | +757.1% | +307.2% | +449.9% | +468.5% |
| All | +1,216.9% | +476.3% | +740.5% | +728.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling