+159.9%
DELL vs VT
+11.9%
+148.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.3% | -6.9% | -6.5% |
| 7D | +4.9% | +2.4% | +2.5% | -0.3% |
| 30D | -32.1% | -1.5% | -30.6% | -28.4% |
| 3M | -30.2% | -4.1% | -26.1% | -21.6% |
| 6M | +41.7% | +0.6% | +41.2% | +46.7% |
| YTD | +176.6% | +11.0% | +165.5% | +146.4% |
| 1Y | +159.9% | +13.3% | +146.6% | +119.4% |
| All | +159.9% | +11.9% | +148.0% | +119.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling