+636.7%
DELL vs VEU
+72.0%
+564.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.1% | -3.4% |
| 7D | -1.9% | -1.9% | 0.0% | +1.1% |
| 30D | +14.9% | -0.7% | +15.6% | +16.6% |
| 3M | +37.2% | +4.9% | +32.4% | +28.7% |
| 6M | +254.0% | +9.8% | +244.1% | +211.6% |
| YTD | +306.1% | +15.3% | +290.8% | +231.0% |
| 1Y | +312.3% | +23.0% | +289.2% | +204.6% |
| All | +636.7% | +72.0% | +564.7% | +250.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling