+484.0%
V vs DAL
+108.0%
+376.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +0.9% | -1.1% | +2.0% | +1.1% |
| 30D | +9.0% | +12.8% | -3.9% | +5.3% |
| 3M | +16.7% | -5.3% | +22.0% | +18.0% |
| 6M | +33.4% | +22.4% | +11.1% | +25.2% |
| YTD | +22.4% | +25.6% | -3.3% | +13.0% |
| 1Y | +27.7% | +45.5% | -17.8% | +13.0% |
| 3Y | +78.0% | +161.0% | -83.0% | +26.1% |
| 5Y | +108.5% | +112.2% | -3.7% | +52.4% |
| All | +484.0% | +108.0% | +376.0% | +308.0% |
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 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