+44.6%
DAL vs VNQ
+10.3%
+34.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.5% |
| 7D | +1.4% | +0.2% | +1.2% | +1.2% |
| 30D | +9.1% | +5.8% | +3.3% | +3.1% |
| 3M | -3.5% | 0.0% | -3.5% | -3.1% |
| 6M | +23.4% | +1.5% | +21.9% | +21.1% |
| YTD | +26.0% | +12.1% | +14.0% | +9.3% |
| 1Y | +44.6% | +10.6% | +34.1% | +29.2% |
| All | +44.6% | +10.3% | +34.3% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling