+62.1%
DAL vs VTV
+28.2%
+33.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.5% | +5.7% | +3.9% |
| 7D | +11.1% | +1.8% | +9.3% | +7.1% |
| 30D | +7.7% | +6.0% | +1.7% | -4.7% |
| 3M | -3.5% | +3.7% | -7.2% | -10.4% |
| 6M | +31.3% | +13.9% | +17.4% | -0.7% |
| YTD | +30.0% | +22.8% | +7.2% | -15.4% |
| 1Y | +62.1% | +27.9% | +34.2% | -3.6% |
| All | +62.1% | +28.2% | +33.8% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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