+159.9%
DELL vs VUG
+3.5%
+156.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.9% | -6.3% | -5.5% |
| 7D | +4.9% | +2.5% | +2.4% | +0.7% |
| 30D | -32.1% | -6.3% | -25.8% | -22.4% |
| 3M | -30.2% | -6.0% | -24.2% | -20.1% |
| 6M | +41.7% | -3.5% | +45.3% | +57.7% |
| YTD | +176.6% | +3.9% | +172.7% | +198.7% |
| 1Y | +159.9% | +5.1% | +154.8% | +177.7% |
| All | +159.9% | +3.5% | +156.5% | +177.7% |
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