+31.4%
VCIT vs ZBH
+19.2%
+12.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.6% |
| 7D | -1.4% | -2.1% | +0.8% | -1.3% |
| 30D | +0.8% | +13.6% | -12.8% | +0.3% |
| 3M | -1.7% | +7.1% | -8.8% | -2.1% |
| 6M | -2.1% | +26.1% | -28.2% | -3.0% |
| YTD | -2.0% | +17.2% | -19.2% | -2.8% |
| 1Y | -1.5% | +17.4% | -18.9% | -2.2% |
| 3Y | +19.0% | +2.0% | +16.9% | +18.4% |
| 5Y | +3.8% | -15.0% | +18.7% | +3.6% |
| All | +31.4% | +19.2% | +12.2% | +29.0% |
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