+676.3%
DELL vs VSH
+34.2%
+642.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.3% |
| 7D | +25.6% | +6.2% | +19.4% | +22.3% |
| 30D | +17.7% | -11.1% | +28.8% | +23.9% |
| 3M | +33.4% | -44.9% | +78.3% | +68.3% |
| 6M | +266.2% | +90.0% | +176.3% | +153.9% |
| YTD | +328.0% | +118.8% | +209.2% | +172.8% |
| 1Y | +339.6% | +109.0% | +230.6% | +183.5% |
| All | +676.3% | +34.2% | +642.2% | +491.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling