+358.6%
VT vs DLTR
+1,144.4%
-785.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -1.0% |
| 7D | -0.1% | +5.0% | -5.2% | -1.2% |
| 30D | -3.1% | +18.7% | -21.8% | -6.5% |
| 3M | -3.5% | +8.9% | -12.4% | -5.6% |
| 6M | +0.5% | +49.4% | -49.0% | -8.4% |
| YTD | +10.8% | +14.5% | -3.7% | +6.1% |
| 1Y | +11.9% | +32.5% | -20.6% | +3.8% |
| 3Y | +73.0% | +23.4% | +49.5% | +57.4% |
| 5Y | +58.6% | +26.2% | +32.4% | +39.0% |
| 10Y | +219.2% | +82.4% | +136.8% | +137.7% |
| All | +358.6% | +1,144.4% | -785.9% | +75.6% |
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