+388.0%
DELL vs VLTO
+70.6%
+317.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.6% | -7.8% | -7.2% |
| 7D | +4.9% | +1.0% | +3.9% | +4.8% |
| 30D | -32.1% | +17.5% | -49.6% | -33.4% |
| 3M | -30.2% | +21.4% | -51.6% | -32.0% |
| 6M | +41.7% | +38.1% | +3.6% | +31.5% |
| YTD | +176.6% | +19.0% | +157.6% | +174.1% |
| 1Y | +159.9% | +20.7% | +139.3% | +154.3% |
| 3Y | +388.0% | +64.3% | +323.7% | +327.8% |
| All | +388.0% | +70.6% | +317.4% | +327.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling