+312.3%
DELL vs VUG
+11.8%
+300.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -4.5% |
| 7D | -1.9% | -1.9% | 0.0% | +0.9% |
| 30D | +14.9% | -1.6% | +16.4% | +18.0% |
| 3M | +37.2% | +4.4% | +32.8% | +29.9% |
| 6M | +254.0% | +13.2% | +240.8% | +217.8% |
| YTD | +306.1% | +7.5% | +298.7% | +292.4% |
| 1Y | +312.3% | +12.5% | +299.8% | +266.0% |
| All | +312.3% | +11.8% | +300.5% | +266.0% |
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