+339.6%
DELL vs VLTO
-9.1%
+348.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +1.4% |
| 7D | +25.6% | -1.6% | +27.2% | +24.6% |
| 30D | +17.7% | -2.9% | +20.5% | +16.2% |
| 3M | +33.4% | +12.7% | +20.8% | +39.8% |
| 6M | +266.2% | +1.6% | +264.6% | +281.6% |
| YTD | +328.0% | -4.0% | +332.0% | +345.2% |
| 1Y | +339.6% | -10.2% | +349.7% | +358.2% |
| All | +339.6% | -9.1% | +348.7% | +358.2% |
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