+14.0%
DLTR vs VLTO
+69.5%
-55.4%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.5% | -5.4% | -5.1% |
| 7D | -2.0% | +5.4% | -7.4% | -3.8% |
| 30D | +12.8% | +22.3% | -9.6% | +5.3% |
| 3M | +1.1% | +19.6% | -18.5% | -5.0% |
| 6M | +35.9% | +35.2% | +0.7% | +22.4% |
| YTD | +6.6% | +17.9% | -11.2% | +0.4% |
| 1Y | +28.6% | +19.5% | +9.1% | +20.2% |
| 3Y | +14.0% | +73.9% | -59.9% | -8.0% |
| All | +14.0% | +69.5% | -55.4% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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