+106.3%
DAL vs VNQ
+6.3%
+100.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | +3.4% | -0.4% | +3.8% | +3.7% |
| 30D | -13.6% | -2.5% | -11.0% | -11.5% |
| 3M | +1.2% | +1.4% | -0.2% | -0.3% |
| 6M | +34.5% | +4.6% | +29.9% | +28.9% |
| YTD | +14.7% | +10.5% | +4.1% | +4.5% |
| 1Y | +29.2% | +8.4% | +20.9% | +19.8% |
| 3Y | +100.0% | +32.4% | +67.6% | +53.7% |
| 5Y | +106.3% | +5.5% | +100.8% | +102.8% |
| All | +106.3% | +6.3% | +100.0% | +102.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling