+724.9%
DELL vs VCLT
+11.4%
+713.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +11.9% | +11.9% |
| 7D | +8.2% | -1.4% | +9.6% | +9.2% |
| 30D | +17.1% | -1.2% | +18.3% | +18.1% |
| 3M | +45.2% | -4.8% | +49.9% | +49.6% |
| 6M | +286.8% | -2.6% | +289.3% | +294.4% |
| YTD | +354.8% | -3.3% | +358.1% | +365.1% |
| 1Y | +358.3% | -4.8% | +363.1% | +372.1% |
| 3Y | +724.9% | +11.5% | +713.4% | +701.2% |
| All | +724.9% | +11.4% | +713.5% | +701.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling