+165.8%
VXUS vs DLTR
+429.9%
-264.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.2% | +0.4% |
| 7D | +2.1% | +5.3% | -3.2% | +1.2% |
| 30D | -1.1% | +13.4% | -14.5% | -3.3% |
| 3M | -5.6% | +6.6% | -12.2% | -7.0% |
| 6M | -2.3% | +59.1% | -61.3% | -10.6% |
| YTD | +10.4% | +12.3% | -1.9% | +6.9% |
| 1Y | +13.1% | +33.9% | -20.8% | +6.0% |
| 3Y | +68.0% | +23.0% | +45.0% | +55.5% |
| 5Y | +45.8% | +22.1% | +23.7% | +30.9% |
| 10Y | +144.7% | +77.5% | +67.2% | +89.3% |
| All | +165.8% | +429.9% | -264.1% | +38.0% |
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