+314.2%
VOO vs DAL
+128.9%
+185.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | -0.2% |
| 7D | +0.5% | +3.4% | -2.8% | -0.3% |
| 30D | -0.9% | -13.6% | +12.6% | +2.6% |
| 3M | +3.9% | +1.2% | +2.7% | +3.2% |
| 6M | +14.5% | +34.5% | -20.0% | +5.6% |
| YTD | +13.0% | +14.7% | -1.7% | +7.9% |
| 1Y | +19.4% | +29.2% | -9.8% | +10.2% |
| 3Y | +78.9% | +100.0% | -21.1% | +42.2% |
| 5Y | +82.3% | +106.3% | -24.0% | +39.7% |
| 10Y | +314.2% | +126.4% | +187.8% | +191.9% |
| All | +314.2% | +128.9% | +185.3% | +191.9% |
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