+2,235.4%
VGT vs DLTR
+1,012.8%
+1,222.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | -1.0% | -9.4% | +8.4% | +1.1% |
| 30D | -0.4% | -7.3% | +6.9% | +1.0% |
| 3M | +6.6% | +7.6% | -0.9% | +4.3% |
| 6M | +31.0% | +1.6% | +29.5% | +28.8% |
| YTD | +27.2% | -3.5% | +30.8% | +26.2% |
| 1Y | +34.5% | +20.0% | +14.4% | +26.2% |
| 3Y | +123.1% | +2.3% | +120.9% | +109.4% |
| 5Y | +135.1% | +31.5% | +103.6% | +99.9% |
| 10Y | +803.4% | +45.4% | +758.0% | +604.5% |
| All | +2,235.4% | +1,012.8% | +1,222.6% | +869.9% |
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