+126.4%
DAL vs ITOT
+292.7%
-166.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -0.7% |
| 7D | +3.4% | +0.7% | +2.7% | +2.5% |
| 30D | -13.6% | -1.1% | -12.4% | -12.2% |
| 3M | +1.2% | +3.9% | -2.7% | -3.7% |
| 6M | +34.5% | +14.7% | +19.8% | +12.1% |
| YTD | +14.7% | +13.3% | +1.3% | -2.4% |
| 1Y | +29.2% | +19.1% | +10.1% | +3.0% |
| 3Y | +100.0% | +77.3% | +22.6% | -2.8% |
| 5Y | +106.3% | +74.1% | +32.2% | +4.2% |
| 10Y | +126.4% | +293.1% | -166.8% | -60.3% |
| All | +126.4% | +292.7% | -166.4% | -60.3% |
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