+20.0%
VCIT vs DLTR
+12.7%
+7.2%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | -0.1% |
| 7D | +0.1% | -2.0% | +2.1% | +0.1% |
| 30D | +1.9% | +12.8% | -10.8% | +1.7% |
| 3M | -1.4% | +1.1% | -2.6% | -1.5% |
| 6M | -2.1% | +35.9% | -38.0% | -2.5% |
| YTD | -1.6% | +6.6% | -8.2% | -1.9% |
| 1Y | -0.9% | +28.6% | -29.5% | -1.3% |
| 3Y | +20.0% | +14.0% | +5.9% | +19.9% |
| All | +20.0% | +12.7% | +7.2% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling