+9.1%
VCIT vs ZYBT
-58.1%
+67.2%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | -0.1% |
| 7D | +0.1% | -4.2% | +4.3% | +0.1% |
| 30D | -0.8% | -16.4% | +15.6% | -0.8% |
| 3M | -0.5% | +82.9% | -83.4% | -0.3% |
| 6M | -1.4% | +110.7% | -112.1% | -1.2% |
| YTD | -0.8% | +37.4% | -38.2% | -0.5% |
| 1Y | +0.3% | -80.6% | +80.9% | +0.9% |
| All | +9.1% | -58.1% | +67.2% | +8.1% |
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