+678.3%
DELL vs VO
+56.0%
+622.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.6% |
| 7D | +8.7% | -0.6% | +9.3% | +9.8% |
| 30D | +16.9% | -1.9% | +18.8% | +21.2% |
| 3M | +40.4% | +3.3% | +37.2% | +34.3% |
| 6M | +267.1% | +9.7% | +257.4% | +220.2% |
| YTD | +329.1% | +12.6% | +316.5% | +260.9% |
| 1Y | +346.9% | +13.6% | +333.3% | +271.1% |
| All | +678.3% | +56.0% | +622.3% | +388.0% |
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