+377.4%
VT vs DINO
+1,005.5%
-628.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | +0.4% | +5.7% | -5.3% | -0.8% |
| 30D | +1.0% | +27.8% | -26.8% | -4.6% |
| 3M | +2.4% | +45.6% | -43.3% | -6.5% |
| 6M | +12.0% | +88.5% | -76.5% | -4.3% |
| YTD | +15.3% | +134.1% | -118.8% | -6.8% |
| 1Y | +22.6% | +111.1% | -88.5% | +1.1% |
| 3Y | +74.7% | +109.1% | -34.4% | +40.8% |
| 5Y | +66.1% | +307.2% | -241.0% | +9.4% |
| 10Y | +225.0% | +495.9% | -270.9% | +67.2% |
| All | +377.4% | +1,005.5% | -628.0% | +37.1% |
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