+1,302.6%
VIAV vs DLTR
+10,500.9%
-9,198.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.8% | -4.6% |
| 7D | +11.2% | -9.4% | +20.7% | +14.0% |
| 30D | -2.6% | -7.3% | +4.7% | -1.1% |
| 3M | -20.1% | +7.6% | -27.7% | -22.7% |
| 6M | +25.8% | +1.6% | +24.3% | +21.5% |
| YTD | +109.9% | -3.5% | +113.4% | +104.1% |
| 1Y | +214.3% | +20.0% | +194.2% | +184.8% |
| 3Y | +281.6% | +2.3% | +279.4% | +245.4% |
| 5Y | +132.6% | +31.5% | +101.0% | +85.8% |
| 10Y | +396.7% | +45.4% | +351.3% | +260.0% |
| All | +1,302.6% | +10,500.9% | -9,198.2% | +174.3% |
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