+44.6%
DAL vs VTV
+23.9%
+20.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -4.3% |
| 7D | +1.4% | +2.3% | -0.9% | -3.3% |
| 30D | +9.1% | +3.8% | +5.3% | +1.0% |
| 3M | -3.5% | +1.7% | -5.2% | -6.5% |
| 6M | +23.4% | +10.9% | +12.5% | -0.9% |
| YTD | +26.0% | +21.7% | +4.3% | -16.2% |
| 1Y | +44.6% | +23.4% | +21.3% | -6.6% |
| All | +44.6% | +23.9% | +20.8% | -6.6% |
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