+118.4%
DAL vs VUG
+65.5%
+52.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -2.6% |
| 7D | +2.3% | -1.1% | +3.4% | +3.4% |
| 30D | +14.3% | -7.0% | +21.3% | +22.7% |
| 3M | +1.3% | -3.7% | +5.0% | +5.1% |
| 6M | +29.3% | -1.6% | +30.9% | +31.0% |
| YTD | +33.0% | +5.1% | +27.8% | +26.3% |
| 1Y | +59.8% | +3.8% | +56.1% | +53.7% |
| 3Y | +177.2% | +79.9% | +97.3% | +58.6% |
| 5Y | +118.4% | +66.4% | +52.0% | +30.7% |
| All | +118.4% | +65.5% | +52.8% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling