+4,782.6%
DELL vs VEU
+151.8%
+4,630.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +1.2% |
| 7D | +8.7% | +0.3% | +8.4% | +8.4% |
| 30D | +16.9% | +0.7% | +16.2% | +16.3% |
| 3M | +40.4% | +4.7% | +35.7% | +34.0% |
| 6M | +267.1% | +11.6% | +255.4% | +225.9% |
| YTD | +329.1% | +16.8% | +312.3% | +262.0% |
| 1Y | +346.9% | +24.9% | +322.1% | +250.2% |
| 3Y | +696.6% | +75.7% | +620.9% | +335.1% |
| 5Y | +1,106.2% | +56.1% | +1,050.1% | +646.3% |
| 10Y | +4,177.7% | +153.6% | +4,024.1% | +1,628.4% |
| All | +4,782.6% | +151.8% | +4,630.8% | +1,889.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling