+143.3%
DELL vs VLTO
+18.3%
+125.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.6% | -9.4% | -8.4% |
| 7D | -24.6% | +13.8% | -38.4% | -16.5% |
| 30D | -32.5% | +21.2% | -53.7% | -22.3% |
| 3M | -20.2% | +21.5% | -41.7% | -7.8% |
| 6M | +76.5% | +33.0% | +43.5% | +114.4% |
| YTD | +198.9% | +17.8% | +181.1% | +262.5% |
| 1Y | +143.3% | +18.1% | +125.2% | +195.5% |
| All | +143.3% | +18.3% | +125.0% | +195.5% |
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