+143.3%
DELL vs VTI
+14.8%
+128.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.4% | -12.5% |
| 7D | -24.6% | -0.6% | -24.0% | -23.4% |
| 30D | -32.5% | -1.0% | -31.5% | -30.4% |
| 3M | -20.2% | -0.8% | -19.4% | -17.6% |
| 6M | +76.5% | +7.1% | +69.4% | +60.2% |
| YTD | +198.9% | +13.4% | +185.5% | +153.2% |
| 1Y | +143.3% | +14.9% | +128.4% | +102.4% |
| All | +143.3% | +14.8% | +128.6% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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