+27.9%
VTV vs DINO
+105.4%
-77.5%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.8% | +9.3% | +1.5% |
| 7D | +1.8% | -6.6% | +8.4% | +1.7% |
| 30D | +6.0% | -9.2% | +15.2% | +5.9% |
| 3M | +3.7% | +19.2% | -15.6% | +3.5% |
| 6M | +13.9% | +47.6% | -33.6% | +13.5% |
| YTD | +22.8% | +132.2% | -109.5% | +18.6% |
| 1Y | +27.9% | +102.0% | -74.1% | +25.3% |
| All | +27.9% | +105.4% | -77.5% | +25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling