+176.3%
DAL vs VOO
+79.7%
+96.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -3.1% |
| 7D | +2.3% | -0.9% | +3.2% | +3.8% |
| 30D | +14.3% | -2.3% | +16.7% | +19.0% |
| 3M | +1.3% | -1.2% | +2.5% | +3.4% |
| 6M | +29.3% | +3.3% | +25.9% | +22.6% |
| YTD | +33.0% | +12.3% | +20.7% | +10.4% |
| 1Y | +59.8% | +12.5% | +47.3% | +32.4% |
| All | +176.3% | +79.7% | +96.6% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling