+105.5%
V vs DAL
+114.7%
-9.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -1.4% |
| 7D | -0.8% | +10.0% | -10.8% | -3.1% |
| 30D | +9.5% | +12.0% | -2.5% | +6.5% |
| 3M | +16.7% | +0.8% | +15.9% | +16.1% |
| 6M | +32.9% | +26.2% | +6.8% | +24.8% |
| YTD | +21.1% | +33.7% | -12.6% | +11.2% |
| 1Y | +26.6% | +57.6% | -30.9% | +11.3% |
| 3Y | +78.4% | +183.5% | -105.1% | +23.9% |
| 5Y | +105.5% | +114.2% | -8.7% | +52.1% |
| All | +105.5% | +114.7% | -9.2% | +52.1% |
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