+31.5%
DLTR vs VSAT
+50.0%
-18.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | 0.0% |
| 7D | -9.4% | +3.4% | -12.9% | -9.7% |
| 30D | -7.3% | -12.2% | +4.9% | -6.4% |
| 3M | +7.6% | +20.6% | -13.1% | +4.7% |
| 6M | +1.6% | +60.2% | -58.6% | -4.3% |
| YTD | -3.5% | +115.3% | -118.8% | -12.1% |
| 1Y | +20.0% | +154.6% | -134.5% | +7.2% |
| 3Y | +2.3% | +211.2% | -208.9% | -16.5% |
| 5Y | +31.5% | +52.7% | -21.1% | -3.7% |
| All | +31.5% | +50.0% | -18.4% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling