-1.5%
VCIT vs DLTR
+33.3%
-34.8%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | -0.6% |
| 7D | -1.4% | +2.4% | -3.8% | -1.5% |
| 30D | +0.8% | +21.5% | -20.7% | +0.2% |
| 3M | -1.7% | +9.8% | -11.6% | -2.1% |
| 6M | -2.1% | +58.6% | -60.7% | -3.6% |
| YTD | -2.0% | +14.8% | -16.9% | -2.8% |
| 1Y | -1.5% | +33.0% | -34.5% | -2.7% |
| All | -1.5% | +33.3% | -34.8% | -2.7% |
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