+128.0%
DAL vs VSXY
+99.7%
+28.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | +2.3% | +0.8% | +1.5% | +2.2% |
| 30D | +14.3% | +24.0% | -9.7% | +9.4% |
| 3M | +1.3% | +16.7% | -15.4% | -2.5% |
| 6M | +29.3% | +138.6% | -109.3% | +3.6% |
| YTD | +33.0% | +102.8% | -69.8% | +10.0% |
| 1Y | +59.8% | +214.2% | -154.3% | +19.0% |
| 3Y | +177.2% | +461.4% | -284.2% | +66.2% |
| 5Y | +118.4% | +118.3% | +0.1% | +58.1% |
| All | +128.0% | +99.7% | +28.3% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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