+143.3%
DELL vs VTR
+22.5%
+120.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.5% | -11.3% | -7.0% |
| 7D | -24.6% | +10.0% | -34.6% | -18.9% |
| 30D | -32.5% | +9.6% | -42.1% | -27.5% |
| 3M | -20.2% | -1.2% | -19.0% | -19.9% |
| 6M | +76.5% | +2.8% | +73.7% | +89.4% |
| YTD | +198.9% | +17.4% | +181.5% | +240.9% |
| 1Y | +143.3% | +22.0% | +121.3% | +201.8% |
| All | +143.3% | +22.5% | +120.9% | +201.8% |
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