+602.0%
VTI vs DAL
+395.8%
+206.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -0.4% | +10.7% | -11.2% | -2.6% |
| 30D | -3.2% | +12.5% | -15.8% | -5.7% |
| 3M | -2.9% | +3.6% | -6.6% | -3.9% |
| 6M | +2.4% | +26.7% | -24.3% | -3.1% |
| YTD | +11.2% | +34.3% | -23.1% | +3.4% |
| 1Y | +11.6% | +59.1% | -47.5% | 0.0% |
| 3Y | +76.6% | +179.9% | -103.3% | +36.9% |
| 5Y | +65.3% | +119.1% | -53.9% | +32.2% |
| 10Y | +289.1% | +125.6% | +163.4% | +190.2% |
| All | +602.0% | +395.8% | +206.2% | +258.1% |
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