+143.3%
DELL vs VSH
+62.1%
+81.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.1% | -3.8% | -6.3% |
| 7D | -24.6% | -13.6% | -11.0% | -18.8% |
| 30D | -32.5% | -30.4% | -2.1% | -20.2% |
| 3M | -20.2% | -33.3% | +13.1% | -5.3% |
| 6M | +76.5% | -15.1% | +91.5% | +76.9% |
| YTD | +198.9% | +80.2% | +118.7% | +121.7% |
| 1Y | +143.3% | +63.4% | +80.0% | +89.9% |
| All | +143.3% | +62.1% | +81.3% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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