+128.1%
DAL vs VTV
+238.4%
-110.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.3% | +2.3% |
| 7D | +10.0% | -0.5% | +10.6% | +11.1% |
| 30D | +12.0% | +3.1% | +9.0% | +7.2% |
| 3M | +0.8% | +1.8% | -1.1% | -1.6% |
| 6M | +26.2% | +10.9% | +15.3% | +8.4% |
| YTD | +33.7% | +20.9% | +12.8% | +1.4% |
| 1Y | +57.6% | +24.6% | +32.9% | +14.3% |
| 3Y | +183.5% | +78.6% | +104.9% | +25.3% |
| 5Y | +114.2% | +76.4% | +37.8% | -1.5% |
| 10Y | +128.1% | +230.7% | -102.6% | -56.4% |
| All | +128.1% | +238.4% | -110.3% | -56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling