+61.5%
DLTR vs VTEB
+25.5%
+36.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.7% |
| 7D | -10.1% | -0.9% | -9.2% | -9.4% |
| 30D | -8.1% | -2.5% | -5.6% | -6.2% |
| 3M | +2.9% | -3.0% | +5.8% | +5.5% |
| 6M | +4.3% | -2.1% | +6.5% | +6.3% |
| YTD | -3.9% | -1.5% | -2.4% | -2.6% |
| 1Y | +18.9% | +0.2% | +18.7% | +19.1% |
| 3Y | +1.9% | +8.6% | -6.6% | -4.8% |
| 5Y | +31.0% | +1.2% | +29.8% | +29.6% |
| 10Y | +44.8% | +18.1% | +26.7% | +60.7% |
| All | +61.5% | +25.5% | +36.0% | +97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling