+25.9%
VZ vs DLTR
+34.4%
-8.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.6% | +6.2% | +0.9% |
| 7D | +0.2% | -5.8% | +6.0% | +0.6% |
| 30D | +7.1% | -5.2% | +12.4% | +7.5% |
| 3M | +12.8% | +15.2% | -2.4% | +11.8% |
| 6M | +1.8% | +7.1% | -5.3% | +1.2% |
| YTD | +30.0% | +0.8% | +29.1% | +29.6% |
| 1Y | +24.3% | +24.8% | -0.5% | +22.0% |
| 3Y | +84.3% | +6.9% | +77.4% | +80.4% |
| 5Y | +25.9% | +33.2% | -7.3% | +21.9% |
| All | +25.9% | +34.4% | -8.4% | +21.9% |
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