+1,216.9%
VST vs DAL
+124.9%
+1,092.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +3.0% |
| 7D | +8.9% | +0.1% | +8.8% | +8.9% |
| 30D | +6.2% | -13.9% | +20.1% | +11.3% |
| 3M | -2.7% | +1.1% | -3.8% | -3.4% |
| 6M | -8.4% | +26.2% | -34.6% | -15.4% |
| YTD | -7.2% | +16.4% | -23.6% | -12.4% |
| 1Y | -20.9% | +33.9% | -54.7% | -28.8% |
| 3Y | +384.0% | +93.4% | +290.6% | +282.0% |
| 5Y | +757.1% | +106.4% | +650.7% | +542.8% |
| All | +1,216.9% | +124.9% | +1,092.0% | +889.3% |
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