+75.7%
VTI vs DLTR
+1.4%
+74.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -0.9% | -10.1% | +9.2% | 0.0% |
| 30D | -1.4% | -8.1% | +6.7% | -0.8% |
| 3M | +3.6% | +2.9% | +0.7% | +3.1% |
| 6M | +13.6% | +4.3% | +9.3% | +12.7% |
| YTD | +12.9% | -3.9% | +16.9% | +12.7% |
| 1Y | +17.2% | +18.9% | -1.7% | +14.4% |
| 3Y | +75.7% | +1.9% | +73.8% | +68.4% |
| All | +75.7% | +1.4% | +74.3% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling