+62.1%
DAL vs VSH
+62.1%
0.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -5.1% | +12.2% | +7.9% |
| 7D | +11.1% | -13.6% | +24.7% | +13.4% |
| 30D | +7.7% | -30.4% | +38.1% | +13.5% |
| 3M | -3.5% | -33.3% | +29.7% | +1.7% |
| 6M | +31.3% | -15.1% | +46.4% | +23.3% |
| YTD | +30.0% | +80.2% | -50.3% | -5.0% |
| 1Y | +62.1% | +63.4% | -1.3% | +23.1% |
| All | +62.1% | +62.1% | 0.0% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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