+1,055.3%
DELL vs VIG
+61.5%
+993.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.9% | -4.6% |
| 7D | -1.9% | -2.2% | +0.3% | +1.6% |
| 30D | +14.9% | -3.2% | +18.1% | +21.1% |
| 3M | +37.2% | +3.0% | +34.2% | +31.1% |
| 6M | +254.0% | +8.1% | +245.9% | +215.4% |
| YTD | +306.1% | +9.1% | +297.1% | +259.7% |
| 1Y | +312.3% | +12.6% | +299.7% | +249.2% |
| 3Y | +654.0% | +55.4% | +598.6% | +320.5% |
| 5Y | +1,055.3% | +62.8% | +992.5% | +511.5% |
| All | +1,055.3% | +61.5% | +993.9% | +511.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling