+224.6%
VT vs DINO
+447.4%
-222.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | +0.6% |
| 7D | -0.7% | -2.7% | +2.0% | -0.2% |
| 30D | -1.7% | -17.2% | +15.5% | +1.1% |
| 3M | -2.3% | +18.9% | -21.2% | -5.6% |
| 6M | +1.5% | +40.6% | -39.1% | -5.1% |
| YTD | +12.0% | +125.9% | -113.9% | -4.5% |
| 1Y | +12.9% | +90.9% | -78.1% | -0.9% |
| 3Y | +74.9% | +113.4% | -38.4% | +47.3% |
| 5Y | +59.9% | +258.3% | -198.4% | +18.9% |
| 10Y | +224.6% | +446.1% | -221.5% | +115.8% |
| All | +224.6% | +447.4% | -222.8% | +115.8% |
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