+1,354.5%
DELL vs VRT
+1,936.0%
-581.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.6% | -3.6% | -5.8% |
| 7D | +4.9% | +10.5% | -5.6% | +1.2% |
| 30D | -32.1% | -9.3% | -22.8% | -29.4% |
| 3M | -30.2% | -29.6% | -0.6% | -20.6% |
| 6M | +41.7% | -45.4% | +87.1% | +73.8% |
| YTD | +176.6% | +24.8% | +151.8% | +146.4% |
| 1Y | +159.9% | +23.6% | +136.3% | +131.7% |
| 3Y | +388.0% | +379.7% | +8.3% | +168.1% |
| 5Y | +578.2% | +660.3% | -82.1% | +201.7% |
| All | +1,354.5% | +1,936.0% | -581.5% | +323.1% |
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