+129.7%
VTR vs DINO
+97.6%
+32.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.3% | +2.3% | -2.6% | -0.4% |
| 30D | +1.1% | +22.6% | -21.5% | +0.5% |
| 3M | +7.9% | +55.2% | -47.3% | +6.3% |
| 6M | +6.2% | +93.8% | -87.6% | +3.4% |
| YTD | +17.7% | +139.5% | -121.8% | +13.2% |
| 1Y | +32.9% | +115.3% | -82.4% | +28.5% |
| 3Y | +129.7% | +98.8% | +30.9% | +119.3% |
| All | +129.7% | +97.6% | +32.1% | +119.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling