+2,156.6%
DELL vs VRT
+2,548.2%
-391.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.6% | +9.9% | +3.7% |
| 7D | +8.7% | +2.4% | +6.3% | +7.6% |
| 30D | +16.9% | -2.7% | +19.6% | +17.7% |
| 3M | +40.4% | -9.2% | +49.6% | +43.1% |
| 6M | +267.1% | -0.5% | +267.6% | +259.5% |
| YTD | +329.1% | +62.3% | +266.8% | +245.8% |
| 1Y | +346.9% | +109.6% | +237.3% | +226.1% |
| 3Y | +696.6% | +573.1% | +123.6% | +285.9% |
| 5Y | +1,106.2% | +953.6% | +152.5% | +371.3% |
| All | +2,156.6% | +2,548.2% | -391.6% | +493.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling