+302.5%
VTI vs DAL
+126.9%
+175.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.5% |
| 7D | -0.4% | +0.8% | -1.1% | -0.6% |
| 30D | -1.6% | -11.7% | +10.1% | +1.6% |
| 3M | +3.6% | -2.7% | +6.3% | +4.0% |
| 6M | +13.0% | +30.7% | -17.6% | +4.5% |
| YTD | +12.7% | +14.4% | -1.7% | +7.5% |
| 1Y | +18.4% | +31.2% | -12.8% | +8.3% |
| 3Y | +76.4% | +99.4% | -23.0% | +38.9% |
| 5Y | +73.7% | +98.6% | -24.9% | +32.9% |
| 10Y | +302.5% | +135.0% | +167.5% | +179.6% |
| All | +302.5% | +126.9% | +175.6% | +179.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling