+4,404.4%
DELL vs VEU
+155.0%
+4,249.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.0% | +10.9% | +10.7% |
| 7D | +8.2% | -1.4% | +9.7% | +10.3% |
| 30D | +17.1% | -0.4% | +17.5% | +18.1% |
| 3M | +45.2% | +2.5% | +42.6% | +42.0% |
| 6M | +286.8% | +11.1% | +275.6% | +245.7% |
| YTD | +354.8% | +16.5% | +338.3% | +285.4% |
| 1Y | +358.3% | +22.9% | +335.3% | +266.2% |
| 3Y | +724.9% | +73.4% | +651.5% | +357.4% |
| 5Y | +1,193.7% | +56.1% | +1,137.6% | +701.6% |
| All | +4,404.4% | +155.0% | +4,249.5% | +1,734.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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