+170.2%
VEA vs DLTR
+791.5%
-621.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.7% | 0.0% |
| 7D | +0.3% | -10.2% | +10.6% | +2.4% |
| 30D | +0.4% | -8.5% | +8.9% | +2.0% |
| 3M | +4.8% | +5.6% | -0.7% | +3.3% |
| 6M | +11.3% | +2.2% | +9.1% | +9.7% |
| YTD | +17.4% | -3.8% | +21.1% | +16.8% |
| 1Y | +26.2% | +22.9% | +3.3% | +19.2% |
| 3Y | +77.7% | +2.0% | +75.7% | +68.8% |
| 5Y | +60.9% | +29.8% | +31.1% | +39.2% |
| 10Y | +163.6% | +45.0% | +118.5% | +108.9% |
| All | +170.2% | +791.5% | -621.3% | +24.6% |
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