+1.9%
DLTR vs VSXY
+352.7%
-350.8%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.8% |
| 7D | -10.1% | +0.1% | -10.2% | -10.1% |
| 30D | -8.1% | -18.7% | +10.6% | -5.7% |
| 3M | +2.9% | -4.0% | +6.8% | +3.0% |
| 6M | +4.3% | +67.5% | -63.1% | -5.2% |
| YTD | -3.9% | +39.7% | -43.6% | -10.8% |
| 1Y | +18.9% | +180.0% | -161.1% | -1.3% |
| 3Y | +1.9% | +337.3% | -335.4% | -26.2% |
| All | +1.9% | +352.7% | -350.8% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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