+173.8%
DAL vs RVMD
+793.5%
-619.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.2% | -6.1% | +0.7% |
| 7D | +8.8% | +0.5% | +8.3% | +8.6% |
| 30D | +5.4% | -4.3% | +9.7% | +5.9% |
| 3M | -4.9% | -2.8% | -2.1% | -4.9% |
| 6M | +19.8% | +27.3% | -7.4% | +14.1% |
| YTD | +27.0% | +141.4% | -114.4% | +3.8% |
| 1Y | +52.5% | +213.3% | -160.8% | +15.7% |
| 3Y | +173.8% | +792.7% | -618.8% | +44.7% |
| All | +173.8% | +793.5% | -619.6% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling