+1,740.6%
VRT vs DAL
+77.2%
+1,663.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.5% |
| 7D | -21.4% | +8.8% | -30.1% | -24.7% |
| 30D | -25.8% | +5.4% | -31.2% | -28.0% |
| 3M | -33.5% | -4.9% | -28.6% | -32.4% |
| 6M | -49.0% | +19.8% | -68.9% | -53.8% |
| YTD | +12.9% | +27.0% | -14.0% | -1.0% |
| 1Y | 0.0% | +52.5% | -52.4% | -19.7% |
| 3Y | +361.8% | +173.8% | +188.0% | +170.7% |
| 5Y | +565.1% | +104.5% | +460.6% | +339.3% |
| All | +1,740.6% | +77.2% | +1,663.4% | +1,054.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling