+98.5%
DAL vs VO
+56.6%
+41.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.2% |
| 7D | +0.1% | -0.3% | +0.4% | +0.6% |
| 30D | -13.9% | -0.3% | -13.6% | -13.4% |
| 3M | +1.1% | +2.9% | -1.9% | -3.7% |
| 6M | +26.2% | +9.3% | +16.9% | +8.6% |
| YTD | +16.4% | +14.2% | +2.2% | -6.9% |
| 1Y | +33.9% | +15.3% | +18.6% | +5.6% |
| All | +98.5% | +56.6% | +41.8% | -2.9% |
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