+724.9%
DELL vs VTV
+67.6%
+657.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +10.7% |
| 7D | +8.2% | -1.1% | +9.3% | +10.4% |
| 30D | +17.1% | -1.0% | +18.1% | +19.5% |
| 3M | +45.2% | +4.6% | +40.5% | +34.9% |
| 6M | +286.8% | +13.5% | +273.3% | +215.7% |
| YTD | +354.8% | +18.5% | +336.3% | +249.0% |
| 1Y | +358.3% | +22.9% | +335.4% | +231.9% |
| 3Y | +724.9% | +67.8% | +657.1% | +340.4% |
| All | +724.9% | +67.6% | +657.3% | +340.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling