+1,465.5%
VTR vs DLTR
+2,788.4%
-1,322.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.0% | +0.2% |
| 7D | -2.9% | -10.2% | +7.3% | -1.2% |
| 30D | -2.8% | -8.5% | +5.7% | -1.4% |
| 3M | +9.0% | +5.6% | +3.4% | +7.7% |
| 6M | +5.0% | +2.2% | +2.8% | +3.6% |
| YTD | +16.9% | -3.8% | +20.7% | +16.3% |
| 1Y | +34.3% | +22.9% | +11.4% | +27.6% |
| 3Y | +131.6% | +2.0% | +129.5% | +120.6% |
| 5Y | +88.0% | +29.8% | +58.2% | +66.9% |
| 10Y | +97.8% | +45.0% | +52.7% | +69.0% |
| All | +1,465.5% | +2,788.4% | -1,322.9% | +606.4% |
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 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