+2.3%
DLTR vs VSAT
+207.3%
-205.0%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | 0.0% |
| 7D | -9.4% | +3.4% | -12.9% | -9.8% |
| 30D | -7.3% | -12.2% | +4.9% | -6.3% |
| 3M | +7.6% | +20.6% | -13.1% | +4.4% |
| 6M | +1.6% | +60.2% | -58.6% | -5.0% |
| YTD | -3.5% | +115.3% | -118.8% | -13.2% |
| 1Y | +20.0% | +154.6% | -134.5% | +5.5% |
| All | +2.3% | +207.3% | -205.0% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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