+75.8%
VXUS vs DLTR
+6.7%
+69.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.6% | +5.2% | +0.1% |
| 7D | +1.6% | -5.8% | +7.4% | +2.1% |
| 30D | +1.0% | -5.2% | +6.2% | +1.4% |
| 3M | +5.7% | +15.2% | -9.5% | +4.1% |
| 6M | +13.6% | +7.1% | +6.5% | +12.4% |
| YTD | +17.4% | +0.8% | +16.6% | +16.7% |
| 1Y | +25.1% | +24.8% | +0.3% | +21.9% |
| 3Y | +75.8% | +6.9% | +68.9% | +68.5% |
| All | +75.8% | +6.7% | +69.2% | +68.5% |
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