+348.0%
VT vs DINO
+925.4%
-577.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.5% | +2.4% | -2.6% |
| 7D | -4.2% | -12.6% | +8.4% | -1.4% |
| 30D | -5.8% | -14.7% | +8.9% | -2.8% |
| 3M | -5.2% | +18.6% | -23.8% | -9.5% |
| 6M | +0.1% | +33.0% | -32.8% | -7.4% |
| YTD | +8.2% | +117.1% | -108.9% | -11.6% |
| 1Y | +10.1% | +90.5% | -80.4% | -7.4% |
| 3Y | +69.7% | +96.0% | -26.4% | +38.2% |
| 5Y | +53.4% | +252.0% | -198.6% | +4.2% |
| 10Y | +219.2% | +476.3% | -257.1% | +64.9% |
| All | +348.0% | +925.4% | -577.3% | +30.1% |
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