+77.6%
V vs DAL
+162.4%
-84.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.3% | +1.1% | -2.5% |
| 7D | +2.9% | +4.6% | -1.6% | +2.2% |
| 30D | +14.0% | +2.3% | +11.7% | +13.5% |
| 3M | +14.9% | -8.1% | +23.0% | +16.3% |
| 6M | +31.7% | +21.4% | +10.3% | +26.9% |
| YTD | +21.2% | +24.3% | -3.1% | +15.7% |
| 1Y | +25.3% | +47.4% | -22.1% | +15.8% |
| All | +77.6% | +162.4% | -84.9% | +44.1% |
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 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