+55.9%
VZ vs DAL
+168.1%
-112.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -0.9% |
| 7D | +2.1% | +8.8% | -6.6% | +2.1% |
| 30D | +1.4% | +5.4% | -4.0% | +1.3% |
| 3M | -1.3% | -4.9% | +3.7% | -1.2% |
| 6M | -0.5% | +19.8% | -20.4% | -0.6% |
| YTD | +19.6% | +27.0% | -7.3% | +19.4% |
| 1Y | +22.4% | +52.5% | -30.1% | +21.4% |
| 3Y | +55.9% | +173.8% | -118.0% | +47.2% |
| All | +55.9% | +168.1% | -112.2% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling