+227.8%
VST vs DAL
+162.4%
+65.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.3% | -1.8% | -4.3% |
| 7D | -19.9% | +4.6% | -24.5% | -21.9% |
| 30D | -29.7% | +2.3% | -32.0% | -30.8% |
| 3M | -19.6% | -8.1% | -11.5% | -17.3% |
| 6M | -29.4% | +21.4% | -50.8% | -36.3% |
| YTD | -29.7% | +24.3% | -54.0% | -37.8% |
| 1Y | -40.0% | +47.4% | -87.4% | -51.1% |
| All | +227.8% | +162.4% | +65.4% | +123.5% |
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