+614.6%
VLO vs DLTR
+27.2%
+587.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.1% | +2.1% |
| 7D | +6.2% | -10.2% | +16.5% | +7.4% |
| 30D | +23.5% | -8.5% | +32.0% | +24.5% |
| 3M | +53.9% | +5.6% | +48.3% | +52.6% |
| 6M | +81.7% | +2.2% | +79.5% | +80.3% |
| YTD | +142.5% | -3.8% | +146.2% | +142.1% |
| 1Y | +145.4% | +22.9% | +122.5% | +135.7% |
| 3Y | +197.3% | +2.0% | +195.3% | +184.7% |
| 5Y | +614.6% | +29.8% | +584.8% | +598.1% |
| All | +614.6% | +27.2% | +587.4% | +598.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling