+179.9%
DAL vs VTRS
+159.9%
+20.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | -0.3% |
| 7D | +10.7% | +10.2% | +0.5% | +6.6% |
| 30D | +12.5% | +18.2% | -5.7% | +5.3% |
| 3M | +3.6% | +29.0% | -25.4% | -6.3% |
| 6M | +26.7% | +23.2% | +3.5% | +16.2% |
| YTD | +34.3% | +71.4% | -37.1% | +7.0% |
| 1Y | +59.1% | +112.3% | -53.2% | +15.9% |
| 3Y | +179.9% | +157.1% | +22.8% | +69.9% |
| All | +179.9% | +159.9% | +20.0% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling