+4,177.7%
DELL vs V
+378.5%
+3,799.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +8.7% | -2.9% | +11.7% | +10.7% |
| 30D | +16.9% | +1.9% | +15.0% | +15.5% |
| 3M | +40.4% | +13.2% | +27.2% | +28.6% |
| 6M | +267.1% | +16.7% | +250.3% | +225.9% |
| YTD | +329.1% | +5.4% | +323.7% | +307.1% |
| 1Y | +346.9% | +7.7% | +339.3% | +316.1% |
| 3Y | +696.6% | +52.0% | +644.6% | +487.1% |
| 5Y | +1,106.2% | +67.7% | +1,038.5% | +720.2% |
| 10Y | +4,177.7% | +384.8% | +3,793.0% | +1,425.5% |
| All | +4,177.7% | +378.5% | +3,799.3% | +1,425.5% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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