+33.9%
DAL vs VTRS
+66.3%
-32.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +0.1% | +3.3% | -3.2% | -1.0% |
| 30D | -13.9% | -3.6% | -10.3% | -13.0% |
| 3M | +1.1% | +7.0% | -5.9% | -1.5% |
| 6M | +26.2% | +17.5% | +8.8% | +18.1% |
| YTD | +16.4% | +38.8% | -22.4% | +3.5% |
| 1Y | +33.9% | +69.2% | -35.3% | +11.2% |
| All | +33.9% | +66.3% | -32.5% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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