+4,782.6%
DELL vs VTR
+86.0%
+4,696.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +8.7% | -2.9% | +11.7% | +9.6% |
| 30D | +16.9% | -2.8% | +19.7% | +17.8% |
| 3M | +40.4% | +9.0% | +31.4% | +36.4% |
| 6M | +267.1% | +5.0% | +262.1% | +258.2% |
| YTD | +329.1% | +16.9% | +312.2% | +305.4% |
| 1Y | +346.9% | +34.3% | +312.6% | +303.7% |
| 3Y | +696.6% | +131.6% | +565.1% | +495.2% |
| 5Y | +1,106.2% | +88.0% | +1,018.2% | +848.4% |
| 10Y | +4,177.7% | +97.8% | +4,080.0% | +2,693.3% |
| All | +4,782.6% | +86.0% | +4,696.5% | +3,189.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling