+231.7%
VZ vs DAL
+379.9%
-148.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +7.2% | -5.1% | +1.3% |
| 7D | +6.9% | +11.1% | -4.1% | +5.7% |
| 30D | +2.3% | +7.7% | -5.5% | +1.4% |
| 3M | 0.0% | -3.5% | +3.5% | +0.2% |
| 6M | +0.2% | +31.3% | -31.1% | -3.0% |
| YTD | +20.9% | +30.0% | -9.1% | +16.7% |
| 1Y | +25.2% | +62.1% | -36.8% | +17.9% |
| 3Y | +55.9% | +176.6% | -120.8% | +35.3% |
| 5Y | +22.6% | +126.2% | -103.6% | +7.1% |
| 10Y | +68.6% | +135.1% | -66.5% | +39.7% |
| All | +231.7% | +379.9% | -148.2% | +112.1% |
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