+81.7%
VRT vs DLTR
+21.9%
+59.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | -7.7% | -9.4% | +1.7% | -7.4% |
| 30D | -12.0% | -7.3% | -4.6% | -11.8% |
| 3M | -11.7% | +7.6% | -19.2% | -13.5% |
| 6M | -8.1% | +1.6% | -9.7% | -7.1% |
| YTD | +53.2% | -3.5% | +56.8% | +56.2% |
| 1Y | +81.7% | +20.0% | +61.6% | +73.7% |
| All | +81.7% | +21.9% | +59.8% | +73.7% |
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