+905.2%
VRT vs DAL
+106.7%
+798.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.5% | +3.3% |
| 7D | +9.1% | +0.1% | +9.0% | +9.0% |
| 30D | +0.9% | -13.9% | +14.9% | +10.0% |
| 3M | -13.4% | +1.1% | -14.5% | -14.1% |
| 6M | +11.7% | +26.2% | -14.6% | -3.5% |
| YTD | +73.2% | +16.4% | +56.8% | +54.8% |
| 1Y | +123.4% | +33.9% | +89.6% | +81.7% |
| 3Y | +606.2% | +93.4% | +512.8% | +316.8% |
| All | +905.2% | +106.7% | +798.5% | +439.6% |
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