+84.9%
VUG vs DINO
+98.1%
-13.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +0.1% | +2.0% | -1.9% | -0.1% |
| 30D | -1.7% | +27.7% | -29.4% | -4.5% |
| 3M | +2.8% | +56.3% | -53.5% | -2.8% |
| 6M | +13.6% | +107.6% | -93.9% | +2.5% |
| YTD | +8.1% | +140.2% | -132.1% | -5.7% |
| 1Y | +13.1% | +113.0% | -99.9% | +0.8% |
| All | +84.9% | +98.1% | -13.2% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling