+2,662.4%
DELL vs VO
+197.6%
+2,464.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | +4.9% | +3.1% | +1.8% | +1.4% |
| 30D | -32.1% | +2.2% | -34.3% | -33.3% |
| 3M | -30.2% | -2.5% | -27.7% | -27.3% |
| 6M | +41.7% | +7.0% | +34.8% | +33.8% |
| YTD | +176.6% | +14.0% | +162.6% | +144.5% |
| 1Y | +159.9% | +15.6% | +144.3% | +126.5% |
| 3Y | +388.0% | +66.2% | +321.8% | +199.0% |
| 5Y | +578.2% | +36.6% | +541.6% | +408.3% |
| All | +2,662.4% | +197.6% | +2,464.8% | +833.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling