+30.2%
VCIT vs ZS
+517.5%
-487.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.1% |
| 7D | -0.3% | -7.8% | +7.5% | -0.2% |
| 30D | -0.8% | +5.0% | -5.8% | -0.9% |
| 3M | -1.0% | +25.5% | -26.5% | -1.5% |
| 6M | -1.8% | +8.7% | -10.5% | -2.3% |
| YTD | -0.7% | -24.5% | +23.8% | -0.5% |
| 1Y | +1.0% | -36.7% | +37.7% | +1.5% |
| 3Y | +18.8% | +7.2% | +11.6% | +17.8% |
| 5Y | +3.5% | -40.9% | +44.4% | +2.7% |
| All | +30.2% | +517.5% | -487.3% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling