+569.8%
DELL vs VOO
+72.6%
+497.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.4% | -6.8% | -6.6% |
| 7D | +4.9% | +2.6% | +2.3% | +1.0% |
| 30D | -32.1% | -2.0% | -30.1% | -28.9% |
| 3M | -30.2% | -2.8% | -27.5% | -25.6% |
| 6M | +41.7% | +2.2% | +39.5% | +41.8% |
| YTD | +176.6% | +11.5% | +165.1% | +144.8% |
| 1Y | +159.9% | +13.5% | +146.4% | +124.9% |
| 3Y | +388.0% | +78.1% | +309.9% | +146.9% |
| All | +569.8% | +72.6% | +497.2% | +243.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling