+58.4%
DAL vs VUG
+3.5%
+55.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.8% | +2.5% | +2.5% |
| 7D | +10.0% | +0.5% | +9.5% | +9.5% |
| 30D | +12.0% | -8.2% | +20.2% | +22.0% |
| 3M | +0.8% | -5.4% | +6.2% | +6.5% |
| 6M | +26.2% | -2.5% | +28.7% | +28.7% |
| YTD | +33.7% | +4.2% | +29.5% | +24.2% |
| All | +58.4% | +3.5% | +55.0% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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