+61.6%
VEA vs DAL
+106.7%
-45.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | 0.0% |
| 7D | +1.0% | +0.1% | +0.8% | +0.9% |
| 30D | +1.9% | -13.9% | +15.9% | +5.4% |
| 3M | +3.2% | +1.1% | +2.1% | +2.7% |
| 6M | +10.2% | +26.2% | -16.0% | +4.0% |
| YTD | +18.9% | +16.4% | +2.5% | +13.8% |
| 1Y | +29.3% | +33.9% | -4.5% | +19.5% |
| 3Y | +76.8% | +93.4% | -16.6% | +42.4% |
| All | +61.6% | +106.7% | -45.1% | +22.2% |
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