+418.2%
DAL vs VTR
+337.3%
+80.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.4% | +4.8% |
| 7D | +10.0% | +3.2% | +6.9% | +8.3% |
| 30D | +12.0% | +9.1% | +3.0% | +6.9% |
| 3M | +0.8% | -3.6% | +4.4% | +2.2% |
| 6M | +26.2% | +3.8% | +22.4% | +22.0% |
| YTD | +33.7% | +17.8% | +15.9% | +20.5% |
| 1Y | +57.6% | +20.5% | +37.0% | +40.0% |
| 3Y | +183.5% | +132.4% | +51.1% | +71.5% |
| 5Y | +114.2% | +99.9% | +14.3% | +38.0% |
| 10Y | +128.1% | +124.3% | +3.8% | +22.9% |
| All | +418.2% | +337.3% | +80.9% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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