+950.3%
DLTR vs VEU
+190.9%
+759.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.4% |
| 7D | -5.8% | +1.7% | -7.5% | -6.6% |
| 30D | -5.2% | +1.0% | -6.2% | -5.7% |
| 3M | +15.2% | +5.6% | +9.6% | +12.0% |
| 6M | +7.1% | +13.7% | -6.5% | +0.4% |
| YTD | +0.8% | +17.7% | -16.9% | -7.0% |
| 1Y | +24.8% | +25.8% | -1.0% | +11.7% |
| 3Y | +6.9% | +77.1% | -70.2% | -18.6% |
| 5Y | +33.2% | +57.1% | -23.9% | +6.6% |
| 10Y | +51.6% | +149.8% | -98.2% | -0.7% |
| All | +950.3% | +190.9% | +759.4% | +585.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling