+23.6%
VRT vs DLTR
+34.7%
-11.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.4% | -3.7% |
| 7D | +10.5% | +5.3% | +5.2% | +10.7% |
| 30D | -9.3% | +13.4% | -22.7% | -8.6% |
| 3M | -29.6% | +6.6% | -36.2% | -29.0% |
| 6M | -45.4% | +59.1% | -104.4% | -48.7% |
| YTD | +24.8% | +12.3% | +12.6% | +28.8% |
| 1Y | +23.6% | +33.9% | -10.2% | +19.8% |
| All | +23.6% | +34.7% | -11.1% | +19.8% |
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