+66.6%
VT vs DINO
+307.7%
-241.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | +0.4% | +5.7% | -5.3% | -0.3% |
| 30D | +1.0% | +27.8% | -26.8% | -2.3% |
| 3M | +2.4% | +45.6% | -43.3% | -2.9% |
| 6M | +12.0% | +88.5% | -76.5% | +2.0% |
| YTD | +15.3% | +134.1% | -118.8% | +1.0% |
| 1Y | +22.6% | +111.1% | -88.5% | +9.0% |
| 3Y | +74.7% | +109.1% | -34.4% | +51.0% |
| All | +66.6% | +307.7% | -241.1% | +28.9% |
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