+32.4%
DLTR vs VTEB
+1.2%
+31.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.7% |
| 7D | -10.1% | -0.9% | -9.2% | -9.5% |
| 30D | -8.1% | -2.5% | -5.6% | -6.5% |
| 3M | +2.9% | -3.0% | +5.8% | +5.1% |
| 6M | +4.3% | -2.1% | +6.5% | +6.1% |
| YTD | -3.9% | -1.5% | -2.4% | -2.6% |
| 1Y | +18.9% | +0.2% | +18.7% | +19.6% |
| 3Y | +1.9% | +8.6% | -6.6% | -3.7% |
| All | +32.4% | +1.2% | +31.2% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling