+145.3%
DELL vs VLTO
+20.2%
+125.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +6.0% |
| 7D | -11.8% | +2.0% | -13.9% | -10.6% |
| 30D | -40.8% | +21.8% | -62.6% | -31.5% |
| 3M | -23.6% | +20.2% | -43.8% | -11.9% |
| 6M | +33.4% | +36.3% | -3.0% | +64.0% |
| YTD | +178.0% | +18.8% | +159.2% | +240.0% |
| All | +145.3% | +20.2% | +125.0% | +201.3% |
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