+33.9%
DAL vs VSH
+118.1%
-84.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.4% | -2.6% | +1.0% |
| 7D | +0.1% | +4.1% | -3.9% | -0.6% |
| 30D | -13.9% | -4.2% | -9.8% | -13.5% |
| 3M | +1.1% | -50.0% | +51.1% | +14.3% |
| 6M | +26.2% | +80.2% | -53.9% | -4.5% |
| YTD | +16.4% | +121.1% | -104.7% | -18.2% |
| 1Y | +33.9% | +112.0% | -78.1% | -6.5% |
| All | +33.9% | +118.1% | -84.3% | -6.5% |
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