+4,770.1%
DELL vs VCLT
+15.8%
+4,754.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +25.6% | +0.3% | +25.3% | +25.4% |
| 30D | +17.7% | -0.6% | +18.2% | +18.0% |
| 3M | +33.4% | -2.2% | +35.7% | +34.9% |
| 6M | +266.2% | -2.9% | +269.1% | +271.9% |
| YTD | +328.0% | -2.1% | +330.1% | +332.9% |
| 1Y | +339.6% | -2.6% | +342.2% | +345.9% |
| 3Y | +694.6% | +12.5% | +682.1% | +652.7% |
| 5Y | +1,122.0% | -15.3% | +1,137.3% | +1,207.8% |
| 10Y | +4,062.5% | +16.6% | +4,045.8% | +3,815.7% |
| All | +4,770.1% | +15.8% | +4,754.3% | +4,526.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling