+4,681.2%
DELL vs VT
+226.8%
+4,454.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +14.9% | +0.4% | +14.4% | +14.4% |
| 30D | +13.3% | +1.0% | +12.3% | +12.2% |
| 3M | +24.4% | +2.4% | +22.0% | +21.8% |
| 6M | +258.0% | +12.0% | +246.0% | +213.3% |
| YTD | +320.2% | +15.3% | +304.9% | +255.7% |
| 1Y | +319.1% | +22.6% | +296.5% | +229.6% |
| 3Y | +706.5% | +74.7% | +631.9% | +331.8% |
| 5Y | +1,071.9% | +66.1% | +1,005.8% | +567.6% |
| 10Y | +4,683.5% | +225.0% | +4,458.5% | +1,301.7% |
| All | +4,681.2% | +226.8% | +4,454.4% | +1,295.8% |
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