+32.4%
DLTR vs VIG
+63.0%
-30.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -1.1% |
| 7D | -10.1% | -1.1% | -9.0% | -9.1% |
| 30D | -8.1% | -2.7% | -5.4% | -5.6% |
| 3M | +2.9% | +2.5% | +0.3% | +0.6% |
| 6M | +4.3% | +9.2% | -4.9% | -3.6% |
| YTD | -3.9% | +9.8% | -13.8% | -11.6% |
| 1Y | +18.9% | +12.4% | +6.5% | +7.4% |
| 3Y | +1.9% | +55.9% | -54.0% | -31.9% |
| All | +32.4% | +63.0% | -30.6% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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