+31.2%
DAL vs VYM
+19.4%
+11.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.8% |
| 7D | +0.8% | -1.0% | +1.8% | +2.8% |
| 30D | -11.7% | -2.0% | -9.7% | -8.0% |
| 3M | -2.7% | +3.1% | -5.8% | -8.0% |
| 6M | +30.7% | +8.9% | +21.8% | +10.1% |
| YTD | +14.4% | +14.7% | -0.4% | -12.0% |
| 1Y | +31.2% | +19.4% | +11.8% | -7.0% |
| All | +31.2% | +19.4% | +11.8% | -7.0% |
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