+1,684.0%
DAL vs VT
+356.1%
+1,327.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +2.2% | -1.6% | +3.9% | +4.3% |
| 30D | -0.7% | -2.5% | +1.8% | +2.5% |
| 3M | -8.8% | -1.3% | -7.5% | -7.2% |
| 6M | +21.7% | +3.1% | +18.6% | +17.7% |
| YTD | +21.3% | +10.9% | +10.3% | +7.6% |
| 1Y | +43.9% | +12.1% | +31.8% | +26.4% |
| 3Y | +158.2% | +73.9% | +84.3% | +37.3% |
| 5Y | +109.8% | +58.0% | +51.8% | +28.4% |
| 10Y | +124.4% | +225.5% | -101.0% | -35.9% |
| All | +1,684.0% | +356.1% | +1,327.9% | +552.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling