+75.0%
VTI vs DAL
+105.6%
-30.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.8% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | 0.0% | -13.9% | +13.9% | +4.0% |
| 3M | +2.0% | +1.1% | +0.9% | +1.3% |
| 6M | +13.0% | +26.2% | -13.3% | +5.1% |
| YTD | +13.9% | +16.4% | -2.5% | +7.9% |
| 1Y | +20.0% | +33.9% | -13.9% | +8.8% |
| 3Y | +75.8% | +93.4% | -17.6% | +36.4% |
| All | +75.0% | +105.6% | -30.6% | +26.5% |
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 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