0.0%
VRT vs DAL
+52.2%
-52.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.7% |
| 7D | -21.4% | +8.8% | -30.1% | -23.9% |
| 30D | -25.8% | +5.4% | -31.2% | -27.3% |
| 3M | -33.5% | -4.9% | -28.6% | -32.2% |
| 6M | -49.0% | +19.8% | -68.9% | -52.1% |
| YTD | +12.9% | +27.0% | -14.0% | -0.7% |
| 1Y | 0.0% | +52.5% | -52.4% | -13.9% |
| All | 0.0% | +52.2% | -52.2% | -13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling