+120.7%
VLO vs DLTR
+34.7%
+85.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.1% |
| 7D | +9.6% | +5.3% | +4.3% | +10.3% |
| 30D | -17.4% | +13.4% | -30.8% | -16.0% |
| 3M | +10.8% | +6.6% | +4.2% | +12.1% |
| 6M | +56.9% | +59.1% | -2.1% | +67.3% |
| YTD | +136.8% | +12.3% | +124.5% | +143.2% |
| 1Y | +120.7% | +33.9% | +86.8% | +126.4% |
| All | +120.7% | +34.7% | +85.9% | +126.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling