+20.1%
VCIT vs Z
-19.1%
+39.2%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -10.6% | +10.9% | +0.7% |
| 7D | +0.5% | -2.3% | +2.7% | +0.5% |
| 30D | +2.1% | +9.4% | -7.3% | +1.5% |
| 3M | -1.6% | -16.1% | +14.5% | -1.0% |
| 6M | -1.6% | -30.4% | +28.8% | -0.3% |
| YTD | -1.5% | -55.6% | +54.1% | +1.7% |
| 1Y | -0.4% | -58.5% | +58.1% | +3.2% |
| All | +20.1% | -19.1% | +39.2% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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