+1,474.1%
VTR vs DINO
+17,432.4%
-15,958.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.0% |
| 7D | -2.4% | +4.2% | -6.6% | -3.2% |
| 30D | -3.7% | +33.9% | -37.6% | -9.7% |
| 3M | +13.5% | +50.5% | -37.0% | +3.5% |
| 6M | +7.2% | +95.2% | -88.0% | -8.2% |
| YTD | +17.6% | +140.6% | -123.0% | -4.3% |
| 1Y | +35.4% | +119.0% | -83.6% | +12.1% |
| 3Y | +132.8% | +100.4% | +32.5% | +91.3% |
| 5Y | +88.7% | +324.6% | -235.9% | +25.5% |
| 10Y | +87.6% | +485.3% | -397.7% | +7.7% |
| All | +1,474.1% | +17,432.4% | -15,958.3% | +473.9% |
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 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