+61.4%
DAL vs VYM
+18.5%
+42.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | -0.5% |
| 7D | +10.7% | +0.1% | +10.6% | +10.5% |
| 30D | +12.5% | +3.0% | +9.6% | +6.3% |
| 3M | +3.6% | -1.0% | +4.7% | +6.3% |
| 6M | +26.7% | +6.4% | +20.4% | +12.1% |
| YTD | +34.3% | +15.9% | +18.4% | -0.1% |
| All | +61.4% | +18.5% | +42.8% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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