+388.6%
DAL vs VTRS
+15.9%
+372.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.9% | -3.4% | -4.4% |
| 7D | +1.4% | +9.0% | -7.6% | -2.5% |
| 30D | +9.1% | +19.8% | -10.7% | +0.3% |
| 3M | -3.5% | +29.3% | -32.8% | -14.4% |
| 6M | +23.4% | +22.2% | +1.2% | +11.9% |
| YTD | +26.0% | +69.9% | -43.9% | -2.7% |
| 1Y | +44.6% | +94.4% | -49.8% | +4.9% |
| 3Y | +162.7% | +154.8% | +7.9% | +61.3% |
| 5Y | +113.0% | +80.8% | +32.2% | +49.0% |
| 10Y | +109.8% | -31.8% | +141.6% | +100.9% |
| All | +388.6% | +15.9% | +372.7% | +105.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling