+619.5%
VRT vs DAL
+95.1%
+524.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.5% | +3.5% |
| 7D | +9.1% | +0.1% | +9.0% | +9.0% |
| 30D | +0.9% | -13.9% | +14.9% | +8.4% |
| 3M | -13.4% | +1.1% | -14.5% | -13.9% |
| 6M | +11.7% | +26.2% | -14.6% | -0.6% |
| YTD | +73.2% | +16.4% | +56.8% | +58.3% |
| 1Y | +123.4% | +33.9% | +89.6% | +89.2% |
| All | +619.5% | +95.1% | +524.4% | +373.7% |
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