+64.3%
VTI vs DAL
+114.7%
-50.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.3% | -2.8% | +1.0% |
| 7D | +0.2% | +10.0% | -9.8% | -2.4% |
| 30D | -2.9% | +12.0% | -14.9% | -6.0% |
| 3M | -2.6% | +0.8% | -3.4% | -3.1% |
| 6M | +2.8% | +26.2% | -23.4% | -4.3% |
| YTD | +11.6% | +33.7% | -22.1% | +1.5% |
| 1Y | +13.6% | +57.6% | -43.9% | -1.6% |
| 3Y | +79.9% | +183.5% | -103.6% | +23.1% |
| 5Y | +64.3% | +114.2% | -49.9% | +17.2% |
| All | +64.3% | +114.7% | -50.4% | +17.2% |
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