+319.1%
DELL vs VLTO
-8.3%
+327.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +0.7% |
| 7D | +14.9% | -2.3% | +17.2% | +13.4% |
| 30D | +13.3% | -0.9% | +14.2% | +13.1% |
| 3M | +24.4% | +13.8% | +10.6% | +31.0% |
| 6M | +258.0% | +2.0% | +256.0% | +274.5% |
| YTD | +320.2% | -3.2% | +323.4% | +338.6% |
| 1Y | +319.1% | -9.2% | +328.2% | +336.2% |
| All | +319.1% | -8.3% | +327.3% | +336.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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