+4,404.4%
DELL price history and return analytics
+229.8%
+4,174.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +10.8% |
| 7D | +8.2% | -1.1% | +9.3% | +10.0% |
| 30D | +17.1% | -1.0% | +18.1% | +19.1% |
| 3M | +45.2% | +3.2% | +42.0% | +40.6% |
| 6M | +286.8% | +12.5% | +274.3% | +237.3% |
| YTD | +354.8% | +14.1% | +340.7% | +291.1% |
| 1Y | +358.3% | +18.9% | +339.4% | +275.4% |
| 3Y | +724.9% | +74.1% | +650.8% | +344.4% |
| 5Y | +1,193.7% | +66.9% | +1,126.8% | +635.2% |
| All | +4,404.4% | +229.8% | +4,174.7% | +1,212.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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