+183.8%
VXUS vs DLTR
+404.3%
-220.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +1.0% | +2.5% | -1.4% | +0.6% |
| 30D | +2.2% | +2.1% | +0.1% | +1.8% |
| 3M | +3.0% | +20.3% | -17.3% | -0.5% |
| 6M | +10.7% | +11.5% | -0.9% | +7.8% |
| YTD | +17.8% | +6.8% | +11.0% | +15.4% |
| 1Y | +27.6% | +31.1% | -3.5% | +20.2% |
| 3Y | +73.3% | +10.7% | +62.6% | +63.9% |
| 5Y | +54.3% | +41.6% | +12.7% | +33.5% |
| 10Y | +149.8% | +58.1% | +91.7% | +98.5% |
| All | +183.8% | +404.3% | -220.5% | +49.0% |
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