+4,521.4%
DELL vs VTEB
+17.2%
+4,504.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -4.8% |
| 7D | -1.9% | -1.2% | -0.7% | -0.9% |
| 30D | +14.9% | -2.9% | +17.8% | +17.7% |
| 3M | +37.2% | -3.2% | +40.4% | +40.9% |
| 6M | +254.0% | -2.6% | +256.6% | +262.3% |
| YTD | +306.1% | -1.8% | +308.0% | +313.2% |
| 1Y | +312.3% | +0.2% | +312.1% | +313.2% |
| 3Y | +654.0% | +8.2% | +645.8% | +604.5% |
| 5Y | +1,055.3% | +0.8% | +1,054.5% | +1,046.5% |
| 10Y | +3,948.9% | +17.7% | +3,931.3% | +3,954.0% |
| All | +4,521.4% | +17.2% | +4,504.2% | +4,567.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling