+4.1%
VCIT vs DLTR
+12.1%
-8.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.3% |
| 3M | -2.2% | +6.6% | -8.8% | -2.4% |
| 6M | -2.3% | +59.1% | -61.4% | -3.3% |
| YTD | -2.2% | +12.3% | -14.4% | -2.6% |
| 1Y | -1.4% | +33.9% | -35.2% | -2.1% |
| 3Y | +18.7% | +23.0% | -4.3% | +18.0% |
| All | +4.1% | +12.1% | -8.1% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling