+31.1%
DLTR vs VTEB
+3.1%
+28.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.2% |
| 7D | +2.5% | -0.8% | +3.2% | +4.5% |
| 30D | +2.1% | -1.3% | +3.4% | +5.9% |
| 3M | +20.3% | -2.1% | +22.4% | +27.3% |
| 6M | +11.5% | -1.7% | +13.2% | +17.0% |
| YTD | +6.8% | -0.6% | +7.4% | +11.8% |
| 1Y | +31.1% | +3.1% | +28.0% | +30.5% |
| All | +31.1% | +3.1% | +28.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling