+139.8%
DAL vs VTEB
+27.2%
+112.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -3.7% |
| 7D | +1.4% | -0.7% | +2.1% | +2.9% |
| 30D | +9.1% | +2.7% | +6.4% | +3.8% |
| 3M | -3.5% | -1.2% | -2.3% | -1.1% |
| 6M | +23.4% | -1.0% | +24.3% | +26.2% |
| YTD | +26.0% | -0.2% | +26.2% | +27.2% |
| 1Y | +44.6% | +0.1% | +44.6% | +45.3% |
| 3Y | +162.7% | +10.8% | +151.9% | +113.1% |
| 5Y | +113.0% | +2.9% | +110.1% | +102.6% |
| 10Y | +109.8% | +22.7% | +87.1% | +132.0% |
| All | +139.8% | +27.2% | +112.6% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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