+1,007.8%
DLTR vs ITOT
+887.7%
+120.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.3% |
| 6M | +4.3% | +13.7% | -9.4% | -4.4% |
| YTD | -3.9% | +12.9% | -16.9% | -11.6% |
| 1Y | +18.9% | +17.2% | +1.7% | +6.9% |
| 3Y | +1.9% | +75.6% | -73.7% | -30.7% |
| 5Y | +31.0% | +75.5% | -44.5% | -11.5% |
| 10Y | +44.8% | +302.0% | -257.2% | -43.7% |
| All | +1,007.8% | +887.7% | +120.2% | +125.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling