+96.3%
VTR vs DINO
+492.4%
-396.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.3% | +2.3% | -2.6% | -0.9% |
| 30D | +1.1% | +22.6% | -21.5% | -3.8% |
| 3M | +7.9% | +55.2% | -47.3% | -3.4% |
| 6M | +6.2% | +93.8% | -87.6% | -10.6% |
| YTD | +17.7% | +139.5% | -121.8% | -6.8% |
| 1Y | +32.9% | +115.3% | -82.4% | +7.7% |
| 3Y | +129.7% | +98.8% | +30.9% | +84.7% |
| 5Y | +89.3% | +333.5% | -244.2% | +13.0% |
| All | +96.3% | +492.4% | -396.1% | +4.1% |
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 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