+125.6%
DAL vs VOO
+306.9%
-181.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.9% |
| 7D | +10.7% | -0.6% | +11.3% | +11.7% |
| 30D | +12.5% | -3.6% | +16.2% | +18.5% |
| 3M | +3.6% | -2.7% | +6.4% | +7.8% |
| 6M | +26.7% | +2.2% | +24.5% | +23.6% |
| YTD | +34.3% | +10.9% | +23.4% | +18.3% |
| 1Y | +59.1% | +11.3% | +47.8% | +39.6% |
| 3Y | +179.9% | +76.9% | +103.0% | +38.9% |
| 5Y | +119.1% | +73.5% | +45.6% | +13.1% |
| 10Y | +125.6% | +307.7% | -182.1% | -63.4% |
| All | +125.6% | +306.9% | -181.3% | -63.4% |
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