+43.4%
DLTR price history and return analytics
+229.8%
-186.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.1% |
| 7D | -10.1% | -1.1% | -9.0% | -9.3% |
| 30D | -8.1% | -1.0% | -7.1% | -7.5% |
| 3M | +2.9% | +3.2% | -0.3% | +0.2% |
| 6M | +4.3% | +12.5% | -8.1% | -5.0% |
| YTD | -3.9% | +14.1% | -18.0% | -13.5% |
| 1Y | +18.9% | +18.9% | 0.0% | +3.8% |
| 3Y | +1.9% | +74.1% | -72.2% | -34.2% |
| 5Y | +31.0% | +66.9% | -35.9% | -13.1% |
| All | +43.4% | +229.8% | -186.3% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling