+4,404.4%
DELL vs VTR
+99.2%
+4,305.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.5% | +12.5% | +12.1% |
| 7D | +8.2% | -0.3% | +8.5% | +8.3% |
| 30D | +17.1% | +1.1% | +16.0% | +16.6% |
| 3M | +45.2% | +7.9% | +37.3% | +41.4% |
| 6M | +286.8% | +6.2% | +280.6% | +276.1% |
| YTD | +354.8% | +17.7% | +337.1% | +328.7% |
| 1Y | +358.3% | +32.9% | +325.4% | +315.2% |
| 3Y | +724.9% | +129.7% | +595.2% | +517.8% |
| 5Y | +1,193.7% | +89.3% | +1,104.4% | +914.8% |
| All | +4,404.4% | +99.2% | +4,305.3% | +2,809.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling