+4,782.6%
DELL vs VCLT
+15.6%
+4,767.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +8.7% | 0.0% | +8.7% | +8.7% |
| 30D | +16.9% | +0.1% | +16.8% | +16.8% |
| 3M | +40.4% | -2.9% | +43.3% | +42.4% |
| 6M | +267.1% | -4.0% | +271.0% | +274.7% |
| YTD | +329.1% | -2.2% | +331.3% | +334.5% |
| 1Y | +346.9% | -2.6% | +349.5% | +353.4% |
| 3Y | +696.6% | +12.3% | +684.4% | +655.3% |
| 5Y | +1,106.2% | -16.4% | +1,122.6% | +1,199.6% |
| 10Y | +4,177.7% | +18.1% | +4,159.7% | +3,864.1% |
| All | +4,782.6% | +15.6% | +4,767.0% | +4,542.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded VCLT 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling