+80.6%
VTV vs DINO
+326.7%
-246.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -1.1% | +2.3% | -3.4% | -1.4% |
| 30D | -1.0% | +22.6% | -23.7% | -3.9% |
| 3M | +4.6% | +55.2% | -50.6% | -2.1% |
| 6M | +13.5% | +93.8% | -80.3% | +2.3% |
| YTD | +18.5% | +139.5% | -121.0% | +2.7% |
| 1Y | +22.9% | +115.3% | -92.4% | +8.2% |
| 3Y | +67.8% | +98.8% | -30.9% | +45.5% |
| All | +80.6% | +326.7% | -246.0% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling