+145.3%
DELL vs VG
+32.8%
+112.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +5.3% |
| 7D | -11.8% | -8.3% | -3.5% | -11.4% |
| 30D | -40.8% | -10.3% | -30.5% | -40.3% |
| 3M | -23.6% | -10.8% | -12.8% | -22.9% |
| 6M | +33.4% | +3.5% | +29.9% | +34.1% |
| YTD | +178.0% | +74.0% | +104.1% | +151.7% |
| All | +145.3% | +32.8% | +112.5% | +130.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling