+392.2%
DAL vs VTV
+414.0%
-21.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.7% |
| 7D | +8.8% | -2.2% | +11.0% | +12.4% |
| 30D | +5.4% | +2.2% | +3.2% | +2.4% |
| 3M | -4.9% | +0.3% | -5.2% | -5.1% |
| 6M | +19.8% | +8.3% | +11.6% | +7.8% |
| YTD | +27.0% | +18.5% | +8.5% | +1.3% |
| 1Y | +52.5% | +23.0% | +29.4% | +15.6% |
| 3Y | +173.8% | +72.6% | +101.2% | +34.6% |
| 5Y | +104.5% | +73.3% | +31.3% | +2.5% |
| 10Y | +129.7% | +238.2% | -108.5% | -50.0% |
| All | +392.2% | +414.0% | -21.8% | -32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling