+43.4%
DLTR vs VOO
+325.3%
-281.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.0% |
| 7D | -10.1% | -0.8% | -9.3% | -9.6% |
| 30D | -8.1% | -1.1% | -7.0% | -7.4% |
| 3M | +2.9% | +3.9% | -1.0% | -0.1% |
| 6M | +4.3% | +13.6% | -9.3% | -5.1% |
| YTD | -3.9% | +12.7% | -16.6% | -12.1% |
| 1Y | +18.9% | +17.6% | +1.3% | +5.6% |
| 3Y | +1.9% | +77.3% | -75.4% | -33.8% |
| 5Y | +31.0% | +84.1% | -53.1% | -18.0% |
| All | +43.4% | +325.3% | -281.8% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling