+143.3%
DELL vs VTV
+28.2%
+115.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.3% | -11.6% |
| 7D | -24.6% | +1.8% | -26.4% | -27.3% |
| 30D | -32.5% | +6.0% | -38.5% | -40.6% |
| 3M | -20.2% | +3.7% | -23.9% | -25.8% |
| 6M | +76.5% | +13.9% | +62.5% | +35.9% |
| YTD | +198.9% | +22.8% | +176.2% | +106.3% |
| 1Y | +143.3% | +27.9% | +115.5% | +54.9% |
| All | +143.3% | +28.2% | +115.1% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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