+111.4%
DAL vs VOO
+72.6%
+38.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.2% |
| 7D | -1.1% | +2.6% | -3.7% | -4.6% |
| 30D | +12.8% | -2.0% | +14.8% | +16.3% |
| 3M | -5.3% | -2.8% | -2.5% | -1.1% |
| 6M | +22.4% | +2.2% | +20.2% | +19.1% |
| YTD | +25.6% | +11.5% | +14.1% | +8.3% |
| 1Y | +45.5% | +13.5% | +32.0% | +22.5% |
| 3Y | +161.0% | +78.1% | +82.9% | +22.5% |
| All | +111.4% | +72.6% | +38.8% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling