+1,085.7%
DELL vs VST
+761.6%
+324.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | +0.2% |
| 7D | +14.9% | +8.9% | +6.0% | +11.6% |
| 30D | +13.3% | +6.2% | +7.1% | +10.9% |
| 3M | +24.4% | -2.7% | +27.1% | +25.3% |
| 6M | +258.0% | -8.4% | +266.4% | +263.6% |
| YTD | +320.2% | -7.2% | +327.4% | +319.9% |
| 1Y | +319.1% | -20.9% | +340.0% | +339.7% |
| 3Y | +706.5% | +384.0% | +322.5% | +361.2% |
| All | +1,085.7% | +761.6% | +324.1% | +501.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 5y: compounded portfolio wealth divided by compounded VST 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…
5y analysis · Full analysis span regression · 6 months rolling