+105.8%
DAL vs VIG
+63.1%
+42.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.6% |
| 7D | +0.1% | -0.4% | +0.6% | +0.9% |
| 30D | -13.9% | -1.0% | -13.0% | -12.5% |
| 3M | +1.1% | +2.8% | -1.7% | -3.0% |
| 6M | +26.2% | +8.2% | +18.0% | +11.7% |
| YTD | +16.4% | +11.0% | +5.4% | -0.8% |
| 1Y | +33.9% | +16.1% | +17.7% | +6.3% |
| 3Y | +93.4% | +56.2% | +37.2% | +2.0% |
| All | +105.8% | +63.1% | +42.7% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling