+47.4%
DAL vs VT
+10.7%
+36.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.3% | +2.0% |
| 7D | +4.6% | -4.2% | +8.7% | +11.7% |
| 30D | +2.3% | -5.8% | +8.1% | +12.3% |
| 3M | -8.1% | -5.2% | -2.9% | +0.1% |
| 6M | +21.4% | +0.1% | +21.3% | +20.5% |
| YTD | +24.3% | +8.2% | +16.1% | +9.3% |
| 1Y | +47.4% | +10.1% | +37.3% | +26.1% |
| All | +47.4% | +10.7% | +36.7% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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