+377.0%
DELL vs VLTO
+69.5%
+307.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -22.6% | +5.4% | -28.0% | -22.9% |
| 30D | -43.2% | +22.3% | -65.5% | -44.7% |
| 3M | -24.8% | +19.6% | -44.4% | -26.6% |
| 6M | +38.0% | +35.2% | +2.8% | +28.6% |
| YTD | +163.7% | +17.9% | +145.9% | +161.6% |
| 1Y | +122.5% | +19.5% | +103.0% | +117.9% |
| 3Y | +377.0% | +73.9% | +303.0% | +313.3% |
| All | +377.0% | +69.5% | +307.5% | +313.3% |
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 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