+105.0%
DAL vs VTV
+229.4%
-124.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -4.6% |
| 7D | +1.4% | +2.3% | -0.9% | -2.0% |
| 30D | +9.1% | +3.8% | +5.3% | +3.3% |
| 3M | -3.5% | +1.7% | -5.2% | -5.6% |
| 6M | +23.4% | +10.9% | +12.5% | +6.0% |
| YTD | +26.0% | +21.7% | +4.3% | -5.4% |
| 1Y | +44.6% | +23.4% | +21.3% | +6.5% |
| 3Y | +162.7% | +78.0% | +84.7% | +16.6% |
| 5Y | +113.0% | +77.4% | +35.6% | -2.9% |
| All | +105.0% | +229.4% | -124.4% | -60.7% |
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