+18.7%
VCIT vs DLTR
+21.5%
-2.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | -0.1% |
| 7D | -1.4% | +5.3% | -6.7% | -1.5% |
| 30D | +0.6% | +13.4% | -12.8% | +0.4% |
| 3M | -2.2% | +6.6% | -8.8% | -2.4% |
| 6M | -2.3% | +59.1% | -61.4% | -2.9% |
| YTD | -2.2% | +12.3% | -14.4% | -2.5% |
| 1Y | -1.4% | +33.9% | -35.2% | -1.8% |
| 3Y | +18.7% | +23.0% | -4.3% | +18.7% |
| All | +18.7% | +21.5% | -2.7% | +18.7% |
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 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