+312.3%
DELL vs VRT
+85.0%
+227.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.6% | +0.3% | -3.4% |
| 7D | -1.9% | -7.7% | +5.8% | +0.5% |
| 30D | +14.9% | -12.0% | +26.8% | +19.7% |
| 3M | +37.2% | -11.7% | +48.9% | +40.8% |
| 6M | +254.0% | -8.1% | +262.1% | +257.4% |
| YTD | +306.1% | +53.2% | +252.9% | +237.1% |
| 1Y | +312.3% | +81.7% | +230.6% | +198.5% |
| All | +312.3% | +85.0% | +227.2% | +198.5% |
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