+32.4%
DLTR vs RVMD
+576.1%
-543.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -10.1% | -3.0% | -7.1% | -9.9% |
| 30D | -8.1% | -0.7% | -7.4% | -8.1% |
| 3M | +2.9% | +36.5% | -33.7% | -0.1% |
| 6M | +4.3% | +104.6% | -100.3% | -2.7% |
| YTD | -3.9% | +155.8% | -159.8% | -12.5% |
| 1Y | +18.9% | +340.7% | -321.8% | +3.1% |
| 3Y | +1.9% | +519.9% | -518.0% | -16.2% |
| All | +32.4% | +576.1% | -543.7% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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