+45.9%
VXUS vs DLTR
+23.8%
+22.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | +2.3% | +2.4% | -0.1% | +2.0% |
| 30D | -2.2% | +21.5% | -23.7% | -4.2% |
| 3M | -5.4% | +9.8% | -15.2% | -6.5% |
| 6M | -1.2% | +58.6% | -59.9% | -6.4% |
| YTD | +10.4% | +14.8% | -4.5% | +8.0% |
| 1Y | +11.8% | +33.0% | -21.2% | +7.7% |
| 3Y | +68.4% | +23.8% | +44.6% | +61.3% |
| 5Y | +45.9% | +24.9% | +20.9% | +40.3% |
| All | +45.9% | +23.8% | +22.1% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling