+62.1%
DAL vs VOO
+14.7%
+47.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.5% | +4.4% |
| 7D | +11.1% | -0.7% | +11.8% | +12.5% |
| 30D | +7.7% | -1.1% | +8.8% | +9.8% |
| 3M | -3.5% | -0.3% | -3.2% | -2.8% |
| 6M | +31.3% | +7.4% | +24.0% | +15.8% |
| YTD | +30.0% | +13.4% | +16.6% | +4.9% |
| 1Y | +62.1% | +14.8% | +47.3% | +28.6% |
| All | +62.1% | +14.7% | +47.4% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling