+409.6%
VUG vs DINO
+491.7%
-82.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -1.9% | +1.5% | -3.4% | -2.1% |
| 30D | -1.6% | +25.9% | -27.5% | -5.0% |
| 3M | +4.4% | +53.2% | -48.8% | -2.5% |
| 6M | +13.2% | +105.5% | -92.3% | +0.5% |
| YTD | +7.5% | +139.2% | -131.7% | -7.3% |
| 1Y | +12.5% | +117.4% | -104.9% | -1.6% |
| 3Y | +86.0% | +99.3% | -13.3% | +61.4% |
| 5Y | +76.5% | +333.0% | -256.5% | +32.1% |
| All | +409.6% | +491.7% | -82.1% | +267.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling