+67.8%
IVV vs DAL
+103.7%
-35.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.1% | -3.3% |
| 7D | -4.8% | +4.6% | -9.3% | -5.9% |
| 30D | -5.9% | +2.3% | -8.2% | -6.6% |
| 3M | -4.5% | -8.1% | +3.6% | -2.7% |
| 6M | +1.8% | +21.4% | -19.6% | -3.9% |
| YTD | +8.4% | +24.3% | -15.9% | +1.0% |
| 1Y | +9.4% | +47.4% | -38.0% | -2.8% |
| 3Y | +75.3% | +164.6% | -89.4% | +24.8% |
| 5Y | +67.8% | +100.2% | -32.5% | +24.1% |
| All | +67.8% | +103.7% | -35.9% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling