+4,782.6%
DELL vs VTV
+228.3%
+4,554.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +8.7% | -0.7% | +9.4% | +9.6% |
| 30D | +16.9% | -0.5% | +17.4% | +17.8% |
| 3M | +40.4% | +5.3% | +35.1% | +32.4% |
| 6M | +267.1% | +12.9% | +254.2% | +220.3% |
| YTD | +329.1% | +18.5% | +310.6% | +255.5% |
| 1Y | +346.9% | +25.3% | +321.6% | +247.5% |
| 3Y | +696.6% | +68.2% | +628.4% | +356.2% |
| 5Y | +1,106.2% | +80.6% | +1,025.6% | +552.6% |
| 10Y | +4,177.7% | +232.9% | +3,944.8% | +1,274.8% |
| All | +4,782.6% | +228.3% | +4,554.3% | +1,498.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling