+168.1%
DAL vs VO
+60.4%
+107.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.9% | +2.0% |
| 7D | +4.6% | -3.3% | +7.9% | +11.3% |
| 30D | +2.3% | -1.8% | +4.2% | +6.0% |
| 3M | -8.1% | -3.4% | -4.7% | -1.9% |
| 6M | +21.4% | +3.0% | +18.4% | +15.9% |
| YTD | +24.3% | +10.7% | +13.6% | +5.0% |
| 1Y | +47.4% | +11.8% | +35.6% | +22.4% |
| All | +168.1% | +60.4% | +107.7% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling