+19.5%
DLTR vs VSXY
+37.7%
-18.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.5% | -1.1% | -4.0% |
| 7D | -10.2% | -10.7% | +0.5% | -8.9% |
| 30D | -8.5% | -24.3% | +15.8% | -4.9% |
| 3M | +5.6% | +1.0% | +4.6% | +5.0% |
| 6M | +2.2% | +57.4% | -55.2% | -6.9% |
| YTD | -3.8% | +39.8% | -43.5% | -11.2% |
| 1Y | +22.9% | +196.5% | -173.5% | -0.1% |
| 3Y | +2.0% | +357.2% | -355.2% | -27.7% |
| 5Y | +29.8% | +18.9% | +10.9% | +7.0% |
| All | +19.5% | +37.7% | -18.2% | -2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling