+38.9%
DAL vs RVMD
+636.2%
-597.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | +0.8% | -0.7% | +1.5% | +0.9% |
| 30D | -11.7% | +0.3% | -12.1% | -11.9% |
| 3M | -2.7% | +38.9% | -41.6% | -9.1% |
| 6M | +30.7% | +108.1% | -77.5% | +10.7% |
| YTD | +14.4% | +160.7% | -146.4% | -8.9% |
| 1Y | +31.2% | +407.3% | -376.1% | -10.2% |
| 3Y | +99.4% | +546.6% | -447.1% | +23.3% |
| 5Y | +98.6% | +579.8% | -481.3% | +11.1% |
| All | +38.9% | +636.2% | -597.3% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RVMD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling