+392.2%
DAL vs ITOT
+581.2%
-189.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +1.6% |
| 7D | +8.8% | -2.7% | +11.5% | +12.9% |
| 30D | +5.4% | -5.2% | +10.6% | +13.5% |
| 3M | -4.9% | -4.4% | -0.6% | +1.3% |
| 6M | +19.8% | +0.4% | +19.4% | +19.7% |
| YTD | +27.0% | +8.8% | +18.2% | +14.4% |
| 1Y | +52.5% | +11.0% | +41.4% | +33.7% |
| 3Y | +173.8% | +74.4% | +99.4% | +34.2% |
| 5Y | +104.5% | +60.0% | +44.5% | +14.2% |
| 10Y | +129.7% | +296.0% | -166.3% | -61.5% |
| All | +392.2% | +581.2% | -189.0% | -53.9% |
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 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