+104.3%
DAL vs VO
+197.6%
-93.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -1.1% | +3.1% | -4.2% | -5.1% |
| 30D | +12.8% | +2.2% | +10.6% | +9.8% |
| 3M | -5.3% | -2.5% | -2.8% | -1.5% |
| 6M | +22.4% | +7.0% | +15.4% | +12.5% |
| YTD | +25.6% | +14.0% | +11.6% | +6.6% |
| 1Y | +45.5% | +15.6% | +29.9% | +21.3% |
| 3Y | +161.0% | +66.2% | +94.8% | +39.9% |
| 5Y | +112.2% | +36.6% | +75.6% | +49.0% |
| All | +104.3% | +197.6% | -93.3% | -48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling