+104.3%
DAL vs VOO
+309.6%
-205.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.2% |
| 7D | -1.1% | +2.6% | -3.7% | -4.4% |
| 30D | +12.8% | -2.0% | +14.8% | +16.0% |
| 3M | -5.3% | -2.8% | -2.5% | -1.4% |
| 6M | +22.4% | +2.2% | +20.2% | +19.5% |
| YTD | +25.6% | +11.5% | +14.1% | +9.8% |
| 1Y | +45.5% | +13.5% | +32.0% | +24.4% |
| 3Y | +161.0% | +78.1% | +82.9% | +28.4% |
| 5Y | +112.2% | +73.1% | +39.1% | +9.8% |
| All | +104.3% | +309.6% | -205.3% | -68.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling