+2,886.3%
DELL vs VT
+224.4%
+2,662.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.1% | +10.6% | +10.2% |
| 7D | +0.4% | -0.7% | +1.1% | +2.2% |
| 30D | -35.1% | -1.7% | -33.4% | -32.7% |
| 3M | -15.1% | -2.3% | -12.8% | -10.8% |
| 6M | +51.7% | +1.5% | +50.2% | +53.0% |
| YTD | +200.0% | +12.0% | +187.9% | +167.7% |
| 1Y | +172.1% | +12.9% | +159.3% | +141.4% |
| 3Y | +431.2% | +74.9% | +356.3% | +188.6% |
| 5Y | +633.1% | +59.9% | +573.2% | +343.9% |
| 10Y | +2,886.3% | +224.6% | +2,661.7% | +737.7% |
| All | +2,886.3% | +224.4% | +2,662.0% | +737.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling