+128.1%
DAL vs VEU
+147.4%
-19.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.8% | +2.5% | +1.4% |
| 7D | +10.0% | +0.8% | +9.3% | +9.1% |
| 30D | +12.0% | -1.6% | +13.7% | +14.9% |
| 3M | +0.8% | -4.2% | +5.0% | +7.2% |
| 6M | +26.2% | -1.5% | +27.7% | +28.8% |
| YTD | +33.7% | +11.7% | +22.0% | +14.0% |
| 1Y | +57.6% | +15.6% | +42.0% | +28.2% |
| 3Y | +183.5% | +71.7% | +111.7% | +33.5% |
| 5Y | +114.2% | +49.5% | +64.7% | +25.5% |
| 10Y | +128.1% | +145.6% | -17.5% | -26.6% |
| All | +128.1% | +147.4% | -19.3% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling