+28,952.4%
VLO vs DLTR
+12,235.8%
+16,716.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.6% |
| 7D | +9.6% | +5.3% | +4.3% | +8.8% |
| 30D | -17.4% | +13.4% | -30.8% | -19.1% |
| 3M | +10.8% | +6.6% | +4.2% | +9.2% |
| 6M | +56.9% | +59.1% | -2.1% | +45.3% |
| YTD | +136.8% | +12.3% | +124.5% | +129.3% |
| 1Y | +120.7% | +33.9% | +86.8% | +107.7% |
| 3Y | +231.9% | +23.0% | +208.9% | +209.0% |
| 5Y | +479.0% | +22.1% | +456.9% | +430.9% |
| 10Y | +792.2% | +77.5% | +714.7% | +663.6% |
| All | +28,952.4% | +12,235.8% | +16,716.6% | +16,292.1% |
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 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