+114.2%
DAL vs VXUS
+46.7%
+67.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.8% | +2.4% | +1.3% |
| 7D | +10.0% | +0.8% | +9.3% | +9.1% |
| 30D | +12.0% | -1.9% | +13.9% | +15.3% |
| 3M | +0.8% | -4.4% | +5.2% | +7.5% |
| 6M | +26.2% | -2.0% | +28.2% | +29.5% |
| YTD | +33.7% | +11.1% | +22.6% | +14.3% |
| 1Y | +57.6% | +15.1% | +42.5% | +28.3% |
| 3Y | +183.5% | +70.4% | +113.1% | +31.9% |
| 5Y | +114.2% | +47.2% | +67.0% | +38.3% |
| All | +114.2% | +46.7% | +67.5% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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