+62.1%
DAL vs VO
+16.3%
+45.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.9% | +6.3% | +5.4% |
| 7D | +11.1% | +1.0% | +10.1% | +9.1% |
| 30D | +7.7% | +2.6% | +5.1% | +2.6% |
| 3M | -3.5% | -0.3% | -3.3% | -2.7% |
| 6M | +31.3% | +7.6% | +23.7% | +14.2% |
| YTD | +30.0% | +14.7% | +15.2% | +0.8% |
| 1Y | +62.1% | +16.4% | +45.6% | +22.6% |
| All | +62.1% | +16.3% | +45.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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