+4,404.4%
DELL vs VEA
+165.0%
+4,239.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +10.7% |
| 7D | +8.2% | -1.5% | +9.7% | +10.3% |
| 30D | +17.1% | -0.8% | +17.9% | +18.7% |
| 3M | +45.2% | +2.5% | +42.7% | +42.1% |
| 6M | +286.8% | +11.1% | +275.6% | +246.0% |
| YTD | +354.8% | +17.2% | +337.6% | +283.3% |
| 1Y | +358.3% | +24.5% | +333.8% | +261.3% |
| 3Y | +724.9% | +75.4% | +649.5% | +350.7% |
| 5Y | +1,193.7% | +61.1% | +1,132.6% | +673.7% |
| All | +4,404.4% | +165.0% | +4,239.4% | +1,637.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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