+4,681.2%
DELL vs VUG
+410.7%
+4,270.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.0% |
| 7D | +14.9% | -0.1% | +15.0% | +15.2% |
| 30D | +13.3% | -0.3% | +13.6% | +14.0% |
| 3M | +24.4% | -0.7% | +25.1% | +26.3% |
| 6M | +258.0% | +14.6% | +243.4% | +215.0% |
| YTD | +320.2% | +9.0% | +311.2% | +289.8% |
| 1Y | +319.1% | +14.9% | +304.2% | +269.8% |
| 3Y | +706.5% | +86.0% | +620.5% | +369.5% |
| 5Y | +1,071.9% | +76.7% | +995.2% | +602.8% |
| 10Y | +4,683.5% | +411.3% | +4,272.2% | +912.0% |
| All | +4,681.2% | +410.7% | +4,270.5% | +913.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling