+105.0%
DAL vs ITOT
+289.0%
-184.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.6% |
| 7D | +1.4% | +3.3% | -1.9% | -2.9% |
| 30D | +9.1% | -2.5% | +11.5% | +13.0% |
| 3M | -3.5% | -2.3% | -1.2% | 0.0% |
| 6M | +23.4% | +3.0% | +20.3% | +19.0% |
| YTD | +26.0% | +11.9% | +14.1% | +9.4% |
| 1Y | +44.6% | +12.0% | +32.6% | +25.5% |
| 3Y | +162.7% | +77.8% | +84.9% | +27.6% |
| 5Y | +113.0% | +65.0% | +48.0% | +15.8% |
| All | +105.0% | +289.0% | -184.0% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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