+4,782.6%
DELL vs VEA
+162.2%
+4,620.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.3% |
| 7D | +8.7% | +0.3% | +8.4% | +8.4% |
| 30D | +16.9% | +0.4% | +16.5% | +16.6% |
| 3M | +40.4% | +4.8% | +35.6% | +33.8% |
| 6M | +267.1% | +11.3% | +255.8% | +227.4% |
| YTD | +329.1% | +17.4% | +311.7% | +260.4% |
| 1Y | +346.9% | +26.2% | +320.7% | +246.5% |
| 3Y | +696.6% | +77.7% | +618.9% | +328.8% |
| 5Y | +1,106.2% | +60.9% | +1,045.3% | +621.4% |
| 10Y | +4,177.7% | +163.6% | +4,014.2% | +1,544.0% |
| All | +4,782.6% | +162.2% | +4,620.4% | +1,788.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling