+314.6%
VOO vs DELL
+4,714.1%
-4,399.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.4% | -0.9% |
| 7D | +0.5% | +25.6% | -25.1% | -4.3% |
| 30D | -0.9% | +17.7% | -18.6% | -4.7% |
| 3M | +3.9% | +33.4% | -29.5% | -3.6% |
| 6M | +14.5% | +266.2% | -251.7% | -17.8% |
| YTD | +13.0% | +328.0% | -315.0% | -22.7% |
| 1Y | +19.4% | +339.6% | -320.2% | -19.5% |
| 3Y | +78.9% | +694.6% | -615.7% | -6.0% |
| 5Y | +82.3% | +1,122.0% | -1,039.7% | -19.4% |
| 10Y | +314.2% | +4,062.5% | -3,748.3% | +26.8% |
| All | +314.6% | +4,714.1% | -4,399.5% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling