+109.1%
DAL vs ROIV
+248.8%
-139.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.2% | -0.1% | -3.7% |
| 7D | +4.6% | -2.4% | +7.0% | +4.9% |
| 30D | +2.3% | +3.1% | -0.7% | +1.9% |
| 3M | -8.1% | +5.8% | -13.9% | -9.3% |
| 6M | +21.4% | +29.3% | -7.9% | +16.2% |
| YTD | +24.3% | +68.8% | -44.4% | +14.3% |
| 1Y | +47.4% | +81.0% | -33.6% | +34.2% |
| 3Y | +164.6% | +294.6% | -130.0% | +117.2% |
| 5Y | +100.2% | +373.1% | -272.9% | +47.8% |
| All | +109.1% | +248.8% | -139.7% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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