+425.7%
DELL vs VUG
+79.9%
+345.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.3% |
| 7D | +17.1% | +4.4% | +12.7% | +9.6% |
| 30D | -35.1% | -7.3% | -27.7% | -25.2% |
| 3M | -23.3% | -4.2% | -19.0% | -15.7% |
| 6M | +55.8% | -1.6% | +57.4% | +66.1% |
| YTD | +198.0% | +4.9% | +193.1% | +190.5% |
| 1Y | +166.6% | +3.8% | +162.8% | +164.8% |
| All | +425.7% | +79.9% | +345.8% | +149.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling