+75.4%
IVV vs DAL
+168.1%
-92.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | -0.1% |
| 7D | -2.7% | +8.8% | -11.5% | -4.5% |
| 30D | -5.4% | +5.4% | -10.8% | -6.6% |
| 3M | -4.1% | -4.9% | +0.9% | -3.2% |
| 6M | +0.7% | +19.8% | -19.1% | -3.8% |
| YTD | +8.7% | +27.0% | -18.3% | +1.9% |
| 1Y | +11.0% | +52.5% | -41.5% | -0.4% |
| 3Y | +75.4% | +173.8% | -98.4% | +30.0% |
| All | +75.4% | +168.1% | -92.6% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 3y: compounded portfolio wealth divided by compounded DAL 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…
3y analysis · Full analysis span regression · 6 months rolling