+23.0%
DLTR vs RVTY
+85.4%
-62.4%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.9% |
| 7D | +5.3% | -0.5% | +5.8% | +5.4% |
| 30D | +13.4% | +1.5% | +11.9% | +12.6% |
| 3M | +6.6% | +31.5% | -24.9% | -2.0% |
| 6M | +59.1% | +62.7% | -3.6% | +36.6% |
| YTD | +12.3% | +60.0% | -47.7% | -4.0% |
| 1Y | +33.9% | +65.7% | -31.8% | +13.1% |
| 3Y | +23.0% | +85.2% | -62.2% | -4.8% |
| All | +23.0% | +85.4% | -62.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling