+17.6%
VOO vs DELL
+359.9%
-342.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.0% | -11.1% | +0.1% |
| 7D | -0.8% | +8.2% | -9.0% | -1.3% |
| 30D | -1.1% | +17.1% | -18.2% | -2.2% |
| 3M | +3.9% | +45.2% | -41.3% | +0.8% |
| 6M | +13.6% | +286.8% | -273.1% | +1.2% |
| YTD | +12.7% | +354.8% | -342.1% | -1.3% |
| 1Y | +17.6% | +358.3% | -340.7% | +4.0% |
| All | +17.6% | +359.9% | -342.4% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling