+82.6%
VOO vs DELL
+1,035.2%
-952.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.3% | +4.7% | +0.2% |
| 7D | -2.0% | -1.9% | -0.1% | -1.7% |
| 30D | -1.7% | +14.9% | -16.5% | -4.2% |
| 3M | +4.7% | +37.2% | -32.5% | -1.6% |
| 6M | +12.6% | +254.0% | -241.4% | -12.8% |
| YTD | +11.8% | +306.1% | -294.4% | -16.4% |
| 1Y | +17.5% | +312.3% | -294.7% | -13.0% |
| 3Y | +77.0% | +654.0% | -577.0% | +4.5% |
| 5Y | +82.6% | +1,055.3% | -972.8% | -10.8% |
| All | +82.6% | +1,035.2% | -952.6% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling