+29.4%
VCIT vs ZBH
-15.5%
+44.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | 0.0% |
| 7D | -0.3% | -2.8% | +2.5% | -0.2% |
| 30D | -0.8% | -0.1% | -0.7% | -0.8% |
| 3M | -1.0% | +13.4% | -14.4% | -1.5% |
| 6M | -1.8% | +3.0% | -4.8% | -2.0% |
| YTD | -0.7% | +9.7% | -10.3% | -1.1% |
| 1Y | +1.0% | -5.4% | +6.4% | +1.0% |
| 3Y | +18.8% | -15.6% | +34.4% | +19.1% |
| 5Y | +3.5% | -28.1% | +31.6% | +3.8% |
| All | +29.4% | -15.5% | +44.9% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling