+358.3%
DELL vs VCLT
-4.4%
+362.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +11.9% | +11.9% |
| 7D | +8.2% | -1.4% | +9.6% | +10.8% |
| 30D | +17.1% | -1.2% | +18.3% | +19.7% |
| 3M | +45.2% | -4.8% | +49.9% | +56.7% |
| 6M | +286.8% | -2.6% | +289.3% | +306.3% |
| YTD | +354.8% | -3.3% | +358.1% | +377.8% |
| 1Y | +358.3% | -4.8% | +363.1% | +399.9% |
| All | +358.3% | -4.4% | +362.6% | +399.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling