+2,794.9%
DELL vs VT
+206.7%
+2,588.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -4.1% | -10.8% | -9.4% |
| 7D | -33.4% | -4.2% | -29.2% | -29.0% |
| 30D | -44.7% | -5.8% | -38.9% | -39.5% |
| 3M | -31.4% | -5.2% | -26.2% | -25.1% |
| 6M | +46.9% | +0.1% | +46.8% | +51.3% |
| YTD | +154.4% | +8.2% | +146.2% | +137.5% |
| 1Y | +110.1% | +10.1% | +100.0% | +92.4% |
| 3Y | +376.4% | +69.7% | +306.7% | +170.5% |
| 5Y | +519.8% | +53.4% | +466.5% | +296.8% |
| 10Y | +2,460.3% | +219.2% | +2,241.0% | +701.2% |
| All | +2,794.9% | +206.7% | +2,588.2% | +832.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling