+1,145.9%
DELL vs VTEB
+1.2%
+1,144.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +11.8% |
| 7D | +8.2% | -0.9% | +9.2% | +8.8% |
| 30D | +17.1% | -2.5% | +19.6% | +18.7% |
| 3M | +45.2% | -3.0% | +48.1% | +47.5% |
| 6M | +286.8% | -2.1% | +288.9% | +291.7% |
| YTD | +354.8% | -1.5% | +356.3% | +360.1% |
| 1Y | +358.3% | +0.2% | +358.1% | +361.9% |
| 3Y | +724.9% | +8.6% | +716.4% | +689.8% |
| All | +1,145.9% | +1.2% | +1,144.7% | +896.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling