+296.1%
ROIV vs DLTR
+26.6%
+269.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +1.0% |
| 7D | +14.3% | +5.0% | +9.2% | +13.7% |
| 30D | +16.2% | +18.7% | -2.5% | +14.1% |
| 3M | +15.1% | +8.9% | +6.3% | +13.7% |
| 6M | +44.2% | +49.4% | -5.2% | +36.8% |
| YTD | +89.8% | +14.5% | +75.3% | +85.2% |
| 1Y | +94.6% | +32.5% | +62.1% | +87.0% |
| 3Y | +367.5% | +23.4% | +344.1% | +344.5% |
| 5Y | +421.4% | +26.2% | +395.2% | +412.4% |
| All | +296.1% | +26.6% | +269.5% | +297.2% |
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