+18.9%
DLTR vs VO
+13.3%
+5.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.3% |
| 7D | -10.1% | -1.5% | -8.6% | -8.4% |
| 30D | -8.1% | -3.0% | -5.1% | -4.8% |
| 3M | +2.9% | +2.8% | 0.0% | -0.9% |
| 6M | +4.3% | +10.9% | -6.6% | -8.7% |
| YTD | -3.9% | +12.5% | -16.4% | -18.5% |
| 1Y | +18.9% | +12.0% | +6.9% | -0.4% |
| All | +18.9% | +13.3% | +5.6% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling