+317.6%
VOO vs DELL
+4,530.0%
-4,212.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.0% | -11.1% | -1.6% |
| 7D | -0.8% | +8.2% | -9.0% | -2.5% |
| 30D | -1.1% | +17.1% | -18.2% | -4.7% |
| 3M | +3.9% | +45.2% | -41.3% | -5.4% |
| 6M | +13.6% | +286.8% | -273.1% | -19.6% |
| YTD | +12.7% | +354.8% | -342.1% | -24.1% |
| 1Y | +17.6% | +358.3% | -340.7% | -21.6% |
| 3Y | +77.3% | +724.9% | -647.6% | -7.9% |
| 5Y | +84.1% | +1,193.7% | -1,109.6% | -20.1% |
| All | +317.6% | +4,530.0% | -4,212.5% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 10y: compounded portfolio wealth divided by compounded DELL 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…
10y analysis · Full analysis span regression · 6 months rolling