+20.2%
VZ vs DAL
+101.3%
-81.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.0% |
| 7D | +2.1% | +8.8% | -6.6% | +1.7% |
| 30D | +1.4% | +5.4% | -4.0% | +1.1% |
| 3M | -1.3% | -4.9% | +3.7% | -1.1% |
| 6M | -0.5% | +19.8% | -20.4% | -1.6% |
| YTD | +19.6% | +27.0% | -7.3% | +17.7% |
| 1Y | +22.4% | +52.5% | -30.1% | +18.8% |
| 3Y | +55.9% | +173.8% | -118.0% | +39.9% |
| All | +20.2% | +101.3% | -81.1% | +10.3% |
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