+2,505.9%
DELL vs VT
+215.5%
+2,290.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.4% | +3.4% |
| 7D | -22.6% | -2.3% | -20.3% | -19.7% |
| 30D | -43.2% | -5.0% | -38.2% | -38.5% |
| 3M | -24.8% | -4.9% | -20.0% | -18.2% |
| 6M | +38.0% | -1.5% | +39.5% | +45.0% |
| YTD | +163.7% | +8.5% | +155.3% | +145.4% |
| 1Y | +122.5% | +11.4% | +111.2% | +100.6% |
| 3Y | +377.0% | +70.1% | +306.9% | +168.9% |
| 5Y | +542.6% | +53.7% | +488.8% | +308.8% |
| All | +2,505.9% | +215.5% | +2,290.4% | +661.7% |
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