+414.4%
DLTR vs VOO
+807.8%
-393.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.2% |
| 7D | -10.2% | -0.4% | -9.9% | -10.0% |
| 30D | -8.5% | -1.4% | -7.1% | -7.6% |
| 3M | +5.6% | +3.7% | +1.8% | +2.7% |
| 6M | +2.2% | +13.0% | -10.8% | -6.5% |
| YTD | -3.8% | +12.4% | -16.2% | -11.7% |
| 1Y | +22.9% | +18.6% | +4.3% | +8.8% |
| 3Y | +2.0% | +78.1% | -76.0% | -33.2% |
| 5Y | +29.8% | +82.3% | -52.5% | -17.1% |
| 10Y | +45.0% | +322.5% | -277.5% | -49.8% |
| All | +414.4% | +807.8% | -393.4% | +18.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling