+122.5%
DELL vs VG
+48.6%
+73.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | -22.6% | -22.0% | -0.5% | -21.8% |
| 30D | -43.2% | -11.6% | -31.5% | -42.7% |
| 3M | -24.8% | -14.9% | -10.0% | -24.2% |
| 6M | +38.0% | -3.5% | +41.5% | +39.4% |
| YTD | +163.7% | +70.0% | +93.8% | +142.5% |
| 1Y | +122.5% | +50.0% | +72.6% | +107.1% |
| All | +122.5% | +48.6% | +73.9% | +107.1% |
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