+122.8%
DAL vs VO
+196.6%
-73.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.3% |
| 7D | +8.8% | -2.6% | +11.3% | +12.9% |
| 30D | +5.4% | -0.9% | +6.3% | +7.0% |
| 3M | -4.9% | -3.0% | -1.9% | -0.5% |
| 6M | +19.8% | +2.2% | +17.6% | +17.2% |
| YTD | +27.0% | +10.6% | +16.4% | +12.3% |
| 1Y | +52.5% | +12.5% | +39.9% | +31.9% |
| 3Y | +173.8% | +61.4% | +112.5% | +52.7% |
| 5Y | +104.5% | +33.4% | +71.1% | +48.2% |
| All | +122.8% | +196.6% | -73.7% | -42.4% |
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