+213.7%
VT vs DINO
+465.9%
-252.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -2.3% | -15.5% | +13.2% | +0.3% |
| 30D | -5.0% | -16.0% | +11.0% | -2.5% |
| 3M | -4.9% | +17.9% | -22.8% | -8.0% |
| 6M | -1.5% | +38.5% | -40.1% | -7.6% |
| YTD | +8.5% | +115.8% | -107.4% | -6.7% |
| 1Y | +11.4% | +87.1% | -75.7% | -1.8% |
| 3Y | +70.1% | +96.5% | -26.4% | +45.5% |
| 5Y | +53.7% | +249.9% | -196.1% | +15.2% |
| All | +213.7% | +465.9% | -252.2% | +114.6% |
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 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