+312.3%
DELL vs VO
+12.4%
+299.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -3.5% |
| 7D | -1.9% | -2.5% | +0.6% | +3.3% |
| 30D | +14.9% | -3.2% | +18.1% | +23.4% |
| 3M | +37.2% | +3.9% | +33.3% | +29.4% |
| 6M | +254.0% | +9.6% | +244.3% | +208.4% |
| YTD | +306.1% | +11.6% | +294.6% | +247.8% |
| 1Y | +312.3% | +12.6% | +299.7% | +258.0% |
| All | +312.3% | +12.4% | +299.9% | +258.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling