+454.5%
V vs DAL
+128.3%
+326.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +0.6% | +10.7% | -10.1% | -2.1% |
| 30D | +9.7% | +12.5% | -2.8% | +6.2% |
| 3M | +17.3% | +3.6% | +13.6% | +15.8% |
| 6M | +33.2% | +26.7% | +6.5% | +23.9% |
| YTD | +21.3% | +34.3% | -12.9% | +10.2% |
| 1Y | +27.3% | +59.1% | -31.8% | +10.0% |
| 3Y | +76.1% | +179.9% | -103.8% | +22.6% |
| 5Y | +103.5% | +119.1% | -15.7% | +47.7% |
| 10Y | +454.5% | +125.6% | +328.8% | +283.8% |
| All | +454.5% | +128.3% | +326.2% | +283.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling