+1,250.4%
VUG vs DINO
+6,492.2%
-5,241.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -0.1% | +5.7% | -5.8% | -1.2% |
| 30D | -0.3% | +27.8% | -28.1% | -5.0% |
| 3M | -0.7% | +45.6% | -46.3% | -8.0% |
| 6M | +14.6% | +88.5% | -73.8% | +0.4% |
| YTD | +9.0% | +134.1% | -125.1% | -9.0% |
| 1Y | +14.9% | +111.1% | -96.2% | -2.3% |
| 3Y | +86.0% | +109.1% | -23.1% | +55.1% |
| 5Y | +76.7% | +307.2% | -230.5% | +24.9% |
| 10Y | +411.3% | +495.9% | -84.6% | +198.3% |
| All | +1,250.4% | +6,492.2% | -5,241.8% | +322.5% |
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 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