+161.0%
DAL vs VEU
+70.2%
+90.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -1.1% | +2.1% | -3.2% | -3.7% |
| 30D | +12.8% | -0.9% | +13.8% | +14.4% |
| 3M | -5.3% | -5.4% | +0.1% | +2.1% |
| 6M | +22.4% | -1.8% | +24.1% | +25.1% |
| YTD | +25.6% | +10.9% | +14.7% | +7.8% |
| 1Y | +45.5% | +13.6% | +31.9% | +20.8% |
| 3Y | +161.0% | +69.3% | +91.7% | +26.6% |
| All | +161.0% | +70.2% | +90.8% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling