+235.9%
ROIV vs DLTR
+18.1%
+217.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +0.6% | +2.5% | -1.8% | +0.3% |
| 30D | +1.0% | +2.1% | -1.1% | +0.7% |
| 3M | +18.3% | +20.3% | -2.0% | +15.5% |
| 6M | +18.3% | +11.5% | +6.8% | +16.1% |
| YTD | +61.0% | +6.8% | +54.1% | +58.6% |
| 1Y | +177.9% | +31.1% | +146.8% | +167.9% |
| 3Y | +199.1% | +10.7% | +188.4% | +187.3% |
| 5Y | +250.7% | +41.6% | +209.1% | +255.2% |
| All | +235.9% | +18.1% | +217.7% | +240.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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