+43.4%
DLTR vs ITOT
+303.4%
-260.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.0% |
| 7D | -10.1% | -0.9% | -9.2% | -9.5% |
| 30D | -8.1% | -1.5% | -6.7% | -7.2% |
| 3M | +2.9% | +3.6% | -0.7% | +0.2% |
| 6M | +4.3% | +13.7% | -9.4% | -5.0% |
| YTD | -3.9% | +12.9% | -16.9% | -12.2% |
| 1Y | +18.9% | +17.2% | +1.7% | +6.0% |
| 3Y | +1.9% | +75.6% | -73.7% | -33.0% |
| 5Y | +31.0% | +75.5% | -44.5% | -14.6% |
| All | +43.4% | +303.4% | -260.0% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling