+351.3%
DAL vs ITOT
+613.6%
-262.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.2% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -13.9% | 0.0% | -13.9% | -13.9% |
| 3M | +1.1% | +2.0% | -0.9% | -1.5% |
| 6M | +26.2% | +13.0% | +13.2% | +7.4% |
| YTD | +16.4% | +14.0% | +2.5% | -1.8% |
| 1Y | +33.9% | +19.9% | +13.9% | +5.5% |
| 3Y | +93.4% | +75.8% | +17.6% | -6.4% |
| 5Y | +106.4% | +73.8% | +32.5% | +2.5% |
| 10Y | +143.0% | +295.9% | -152.9% | -59.3% |
| All | +351.3% | +613.6% | -262.4% | -60.4% |
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