+425.7%
DELL vs VO
+66.5%
+359.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +1.0% |
| 7D | +17.1% | +2.9% | +14.2% | +11.3% |
| 30D | -35.1% | +1.0% | -36.1% | -35.5% |
| 3M | -23.3% | -1.7% | -21.6% | -19.6% |
| 6M | +55.8% | +6.7% | +49.1% | +43.0% |
| YTD | +198.0% | +14.0% | +184.0% | +146.4% |
| 1Y | +166.6% | +13.7% | +152.9% | +122.0% |
| All | +425.7% | +66.5% | +359.2% | +221.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling