-0.8%
VCIT vs DLTR
+45.2%
-46.1%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.6% | -9.0% | +0.3% |
| 7D | +0.4% | +15.6% | -15.1% | 0.0% |
| 30D | +2.2% | +29.9% | -27.7% | +1.4% |
| 3M | -1.8% | +12.5% | -14.3% | -2.3% |
| 6M | -1.6% | +56.3% | -57.9% | -3.0% |
| YTD | -1.7% | +19.5% | -21.2% | -2.6% |
| 1Y | -0.8% | +44.0% | -44.9% | -1.9% |
| All | -0.8% | +45.2% | -46.1% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling