+219.8%
VT vs DINO
+503.4%
-283.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.2% |
| 7D | +0.4% | -10.7% | +11.0% | +2.2% |
| 30D | -2.6% | -17.8% | +15.2% | +0.4% |
| 3M | -3.2% | +23.3% | -26.5% | -7.1% |
| 6M | +0.9% | +39.6% | -38.6% | -5.5% |
| YTD | +11.3% | +121.6% | -110.3% | -4.9% |
| 1Y | +14.0% | +88.2% | -74.2% | +0.3% |
| 3Y | +75.8% | +114.4% | -38.6% | +47.9% |
| 5Y | +57.8% | +248.7% | -190.9% | +17.9% |
| 10Y | +219.8% | +430.9% | -211.1% | +112.2% |
| All | +219.8% | +503.4% | -283.6% | +112.2% |
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