+476.5%
V vs DAL
+108.8%
+367.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | +0.2% |
| 7D | -0.4% | +1.4% | -1.7% | -0.8% |
| 30D | +6.3% | +9.1% | -2.8% | +3.7% |
| 3M | +17.2% | -3.5% | +20.6% | +17.9% |
| 6M | +29.2% | +23.4% | +5.9% | +21.0% |
| YTD | +20.8% | +26.0% | -5.3% | +11.5% |
| 1Y | +25.0% | +44.6% | -19.6% | +10.8% |
| 3Y | +75.3% | +162.7% | -87.4% | +24.0% |
| 5Y | +105.8% | +113.0% | -7.1% | +50.3% |
| All | +476.5% | +108.8% | +367.8% | +302.4% |
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