+402.8%
VUG vs DINO
+449.5%
-46.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.5% | +5.7% | -3.2% | +1.7% |
| 30D | -6.3% | -19.6% | +13.3% | -3.3% |
| 3M | -6.0% | +11.8% | -17.8% | -8.0% |
| 6M | -3.5% | +49.0% | -52.5% | -10.1% |
| YTD | +3.9% | +128.1% | -124.2% | -10.4% |
| 1Y | +5.1% | +96.3% | -91.2% | -7.1% |
| 3Y | +77.9% | +113.8% | -35.9% | +51.7% |
| 5Y | +62.4% | +252.7% | -190.3% | +24.6% |
| All | +402.8% | +449.5% | -46.7% | +258.5% |
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