+254.7%
VZ vs DAL
+329.9%
-75.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +7.9% | -13.9% | +21.8% | +9.5% |
| 3M | +13.6% | +1.1% | +12.6% | +13.3% |
| 6M | +1.1% | +26.2% | -25.1% | -1.8% |
| YTD | +29.3% | +16.4% | +12.9% | +26.3% |
| 1Y | +21.2% | +33.9% | -12.6% | +16.4% |
| 3Y | +75.9% | +93.4% | -17.5% | +58.9% |
| 5Y | +24.1% | +106.4% | -82.3% | +9.4% |
| 10Y | +62.4% | +143.0% | -80.6% | +33.9% |
| All | +254.7% | +329.9% | -75.2% | +129.7% |
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