+156.6%
DAL vs VLTO
+54.7%
+101.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.6% | +6.6% | +6.8% |
| 7D | +11.1% | +13.8% | -2.8% | +3.5% |
| 30D | +7.7% | +21.2% | -13.5% | -3.1% |
| 3M | -3.5% | +21.5% | -25.0% | -13.5% |
| 6M | +31.3% | +33.0% | -1.7% | +11.1% |
| YTD | +30.0% | +17.8% | +12.2% | +18.2% |
| 1Y | +62.1% | +18.1% | +44.0% | +46.7% |
| 3Y | +176.6% | +67.6% | +109.1% | +111.7% |
| All | +156.6% | +54.7% | +101.8% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 all: compounded portfolio wealth divided by compounded VLTO 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…
all analysis · Full analysis span regression · 6 months rolling