+143.3%
DELL vs VUG
+4.9%
+138.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.4% | -11.4% |
| 7D | -24.6% | -3.0% | -21.6% | -20.4% |
| 30D | -32.5% | -6.4% | -26.1% | -24.0% |
| 3M | -20.2% | -3.2% | -17.0% | -14.4% |
| 6M | +76.5% | +3.1% | +73.4% | +78.2% |
| YTD | +198.9% | +6.3% | +192.6% | +201.7% |
| 1Y | +143.3% | +5.2% | +138.2% | +150.1% |
| All | +143.3% | +4.9% | +138.4% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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