+65.5%
VZ vs DINO
+503.4%
-437.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.8% | +0.6% |
| 7D | +2.2% | -10.7% | +12.9% | +3.1% |
| 30D | +10.6% | -17.8% | +28.3% | +12.2% |
| 3M | -0.6% | +23.3% | -23.9% | -2.6% |
| 6M | +0.7% | +39.6% | -38.8% | -2.5% |
| YTD | +20.6% | +121.6% | -101.0% | +12.0% |
| 1Y | +22.7% | +88.2% | -65.5% | +15.4% |
| 3Y | +57.2% | +114.4% | -57.2% | +44.7% |
| 5Y | +21.4% | +248.7% | -227.3% | +4.9% |
| 10Y | +65.5% | +430.9% | -365.4% | +33.8% |
| All | +65.5% | +503.4% | -437.9% | +33.8% |
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