+4,404.4%
DELL vs VOO
+325.3%
+4,079.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.1% | +10.9% |
| 7D | +8.2% | -0.8% | +9.0% | +9.4% |
| 30D | +17.1% | -1.1% | +18.2% | +19.1% |
| 3M | +45.2% | +3.9% | +41.3% | +39.5% |
| 6M | +286.8% | +13.6% | +273.1% | +235.1% |
| YTD | +354.8% | +12.7% | +342.1% | +299.6% |
| 1Y | +358.3% | +17.6% | +340.7% | +284.0% |
| 3Y | +724.9% | +77.3% | +647.6% | +351.3% |
| 5Y | +1,193.7% | +84.1% | +1,109.6% | +583.0% |
| All | +4,404.4% | +325.3% | +4,079.1% | +954.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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