+4,681.2%
DELL vs VIG
+242.3%
+4,439.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.1% |
| 7D | +14.9% | -0.4% | +15.3% | +15.6% |
| 30D | +13.3% | -1.0% | +14.2% | +14.8% |
| 3M | +24.4% | +2.8% | +21.6% | +20.4% |
| 6M | +258.0% | +8.2% | +249.8% | +225.8% |
| YTD | +320.2% | +11.0% | +309.2% | +272.4% |
| 1Y | +319.1% | +16.1% | +302.9% | +252.3% |
| 3Y | +706.5% | +56.2% | +650.4% | +391.6% |
| 5Y | +1,071.9% | +63.0% | +1,008.9% | +588.6% |
| 10Y | +4,683.5% | +241.4% | +4,442.0% | +1,277.6% |
| All | +4,681.2% | +242.3% | +4,439.0% | +1,275.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling