+319.1%
DELL vs VRT
+123.1%
+196.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.9% | 0.0% |
| 7D | +14.9% | +9.1% | +5.8% | +11.6% |
| 30D | +13.3% | +0.9% | +12.3% | +12.9% |
| 3M | +24.4% | -13.4% | +37.8% | +28.1% |
| 6M | +258.0% | +11.7% | +246.3% | +240.3% |
| YTD | +320.2% | +73.2% | +247.0% | +236.2% |
| 1Y | +319.1% | +123.4% | +195.6% | +191.5% |
| All | +319.1% | +123.1% | +196.0% | +191.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling