+4,681.2%
DELL vs VSH
+186.3%
+4,494.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.9% | -0.6% |
| 7D | +14.9% | +4.1% | +10.8% | +13.0% |
| 30D | +13.3% | -4.2% | +17.4% | +15.3% |
| 3M | +24.4% | -50.0% | +74.4% | +66.0% |
| 6M | +258.0% | +80.2% | +177.8% | +156.2% |
| YTD | +320.2% | +121.1% | +199.1% | +169.3% |
| 1Y | +319.1% | +112.0% | +207.1% | +171.4% |
| 3Y | +706.5% | +22.5% | +684.0% | +544.4% |
| 5Y | +1,071.9% | +64.0% | +1,007.9% | +702.3% |
| 10Y | +4,683.5% | +170.4% | +4,513.1% | +2,477.4% |
| All | +4,681.2% | +186.3% | +4,494.9% | +2,419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling