+114.2%
DAL vs VO
+36.2%
+77.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.7% | +2.5% | +1.2% |
| 7D | +10.0% | -0.1% | +10.2% | +10.4% |
| 30D | +12.0% | +0.5% | +11.5% | +11.6% |
| 3M | +0.8% | -1.0% | +1.8% | +2.7% |
| 6M | +26.2% | +6.4% | +19.8% | +16.0% |
| YTD | +33.7% | +13.6% | +20.1% | +12.5% |
| 1Y | +57.6% | +14.5% | +43.1% | +31.3% |
| 3Y | +183.5% | +67.2% | +116.3% | +47.3% |
| 5Y | +114.2% | +36.1% | +78.1% | +50.3% |
| All | +114.2% | +36.2% | +77.9% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling