+121.5%
DAL vs VTEB
+26.7%
+94.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.7% |
| 7D | +0.1% | -0.8% | +0.9% | +1.6% |
| 30D | -13.9% | -1.3% | -12.6% | -11.6% |
| 3M | +1.1% | -2.1% | +3.2% | +5.6% |
| 6M | +26.2% | -1.7% | +27.9% | +31.0% |
| YTD | +16.4% | -0.6% | +17.0% | +18.3% |
| 1Y | +33.9% | +3.1% | +30.8% | +26.9% |
| 3Y | +93.4% | +9.2% | +84.2% | +61.4% |
| 5Y | +106.4% | +2.2% | +104.2% | +99.0% |
| 10Y | +143.0% | +18.8% | +124.2% | +142.3% |
| All | +121.5% | +26.7% | +94.8% | +186.9% |
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