+4,782.6%
DELL vs VOO
+313.3%
+4,469.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.8% |
| 7D | +8.7% | -0.4% | +9.1% | +9.3% |
| 30D | +16.9% | -1.4% | +18.3% | +19.3% |
| 3M | +40.4% | +3.7% | +36.7% | +35.1% |
| 6M | +267.1% | +13.0% | +254.0% | +219.7% |
| YTD | +329.1% | +12.4% | +316.7% | +277.7% |
| 1Y | +346.9% | +18.6% | +328.3% | +270.2% |
| 3Y | +696.6% | +78.1% | +618.6% | +333.8% |
| 5Y | +1,106.2% | +82.3% | +1,023.9% | +543.7% |
| 10Y | +4,177.7% | +322.5% | +3,855.2% | +897.0% |
| All | +4,782.6% | +313.3% | +4,469.3% | +1,066.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling