+715.8%
VTV vs DINO
+6,663.0%
-5,947.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -0.7% | +2.0% | -2.6% | -1.1% |
| 30D | -0.5% | +27.7% | -28.2% | -5.7% |
| 3M | +5.3% | +56.3% | -51.0% | -4.9% |
| 6M | +12.9% | +107.6% | -94.7% | -4.8% |
| YTD | +18.5% | +140.2% | -121.7% | -3.7% |
| 1Y | +25.3% | +113.0% | -87.7% | +4.2% |
| 3Y | +68.2% | +100.1% | -31.9% | +38.7% |
| 5Y | +80.6% | +328.7% | -248.1% | +20.8% |
| 10Y | +232.9% | +489.2% | -256.2% | +84.9% |
| All | +715.8% | +6,663.0% | -5,947.2% | +125.7% |
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