+4,782.6%
DELL vs VTI
+294.7%
+4,487.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.9% |
| 7D | +8.7% | -0.4% | +9.1% | +9.2% |
| 30D | +16.9% | -1.6% | +18.5% | +19.6% |
| 3M | +40.4% | +3.6% | +36.9% | +35.5% |
| 6M | +267.1% | +13.0% | +254.0% | +220.1% |
| YTD | +329.1% | +12.7% | +316.4% | +277.2% |
| 1Y | +346.9% | +18.4% | +328.6% | +271.7% |
| 3Y | +696.6% | +76.4% | +620.2% | +339.0% |
| 5Y | +1,106.2% | +73.7% | +1,032.5% | +577.9% |
| 10Y | +4,177.7% | +302.5% | +3,875.2% | +947.7% |
| All | +4,782.6% | +294.7% | +4,487.9% | +1,120.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling