+8.0%
VCIT vs ZYBT
-59.7%
+67.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | 0.0% |
| 7D | -0.5% | +10.9% | -11.4% | -0.5% |
| 30D | +1.0% | -10.1% | +11.1% | +1.0% |
| 3M | -1.4% | -5.6% | +4.2% | -1.4% |
| 6M | -2.1% | +52.5% | -54.6% | -1.8% |
| YTD | -1.8% | +32.2% | -34.0% | -1.6% |
| 1Y | -1.4% | -28.3% | +26.9% | -1.0% |
| All | +8.0% | -59.7% | +67.7% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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