+7,134.9%
VRTX vs DLTR
+12,520.8%
-5,385.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.6% |
| 7D | 0.0% | +2.4% | -2.4% | -0.5% |
| 30D | +11.8% | +21.5% | -9.7% | +7.3% |
| 3M | +3.2% | +9.8% | -6.6% | +0.9% |
| 6M | +21.0% | +58.6% | -37.6% | +9.1% |
| YTD | +19.7% | +14.8% | +4.8% | +14.6% |
| 1Y | +25.0% | +33.0% | -8.1% | +15.9% |
| 3Y | +45.2% | +23.8% | +21.4% | +31.6% |
| 5Y | +189.7% | +24.9% | +164.8% | +153.8% |
| 10Y | +489.8% | +81.6% | +408.2% | +345.8% |
| All | +7,134.9% | +12,520.8% | -5,385.9% | +3,123.3% |
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