+319.1%
DELL vs VTR
+36.9%
+282.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +0.4% |
| 7D | +14.9% | -1.7% | +16.6% | +13.9% |
| 30D | +13.3% | -2.4% | +15.7% | +11.1% |
| 3M | +24.4% | +14.8% | +9.6% | +37.7% |
| 6M | +258.0% | +5.3% | +252.7% | +279.1% |
| YTD | +320.2% | +18.1% | +302.1% | +364.2% |
| 1Y | +319.1% | +36.7% | +282.3% | +371.5% |
| All | +319.1% | +36.9% | +282.2% | +371.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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