+106.3%
DAL vs VWO
+34.9%
+71.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +3.4% | +0.9% | +2.5% | +2.4% |
| 30D | -13.6% | +1.3% | -14.8% | -14.7% |
| 3M | +1.2% | +5.1% | -3.9% | -4.3% |
| 6M | +34.5% | +12.5% | +22.0% | +17.9% |
| YTD | +14.7% | +14.0% | +0.6% | -1.0% |
| 1Y | +29.2% | +19.7% | +9.5% | +5.7% |
| 3Y | +100.0% | +66.8% | +33.2% | +12.8% |
| 5Y | +106.3% | +36.2% | +70.1% | +43.9% |
| All | +106.3% | +34.9% | +71.4% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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