+29.0%
VCIT vs ZS
+623.8%
-594.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +0.7% | -11.1% | +11.8% | +0.9% |
| 30D | +1.8% | -14.8% | +16.6% | +2.0% |
| 3M | -1.6% | +18.0% | -19.6% | -1.9% |
| 6M | -2.1% | +30.8% | -32.9% | -2.9% |
| YTD | -1.6% | -11.5% | +9.9% | -1.7% |
| 1Y | -0.8% | -37.8% | +37.0% | -0.3% |
| 3Y | +19.9% | +16.6% | +3.3% | +18.7% |
| 5Y | +3.3% | -43.6% | +46.9% | +2.4% |
| All | +29.0% | +623.8% | -594.8% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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