+418.2%
DAL vs ITOT
+598.0%
-179.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.5% | +2.8% | +1.9% |
| 7D | +10.0% | +0.2% | +9.8% | +9.9% |
| 30D | +12.0% | -3.0% | +15.1% | +17.1% |
| 3M | +0.8% | -2.7% | +3.5% | +5.0% |
| 6M | +26.2% | +2.6% | +23.6% | +22.5% |
| YTD | +33.7% | +11.5% | +22.2% | +16.6% |
| 1Y | +57.6% | +13.5% | +44.1% | +34.2% |
| 3Y | +183.5% | +79.7% | +103.8% | +33.5% |
| 5Y | +114.2% | +64.2% | +50.0% | +15.5% |
| 10Y | +128.1% | +290.2% | -162.1% | -60.9% |
| All | +418.2% | +598.0% | -179.8% | -53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling