+32.4%
DLTR vs VEU
+55.0%
-22.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -1.0% |
| 7D | -10.1% | -1.4% | -8.7% | -9.3% |
| 30D | -8.1% | -0.4% | -7.7% | -7.9% |
| 3M | +2.9% | +2.5% | +0.3% | +1.0% |
| 6M | +4.3% | +11.1% | -6.8% | -2.9% |
| YTD | -3.9% | +16.5% | -20.4% | -13.3% |
| 1Y | +18.9% | +22.9% | -4.0% | +3.9% |
| 3Y | +1.9% | +73.4% | -71.5% | -28.1% |
| All | +32.4% | +55.0% | -22.6% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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