+8.9%
VCIT vs ZYBT
-58.4%
+67.3%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -0.2% | -3.7% | +3.5% | -0.2% |
| 30D | -0.5% | -12.8% | +12.3% | -0.5% |
| 3M | -0.9% | +76.2% | -77.1% | -0.7% |
| 6M | -1.9% | +109.3% | -111.3% | -1.8% |
| YTD | -1.0% | +36.5% | -37.5% | -0.7% |
| 1Y | +0.2% | -84.0% | +84.3% | +0.9% |
| All | +8.9% | -58.4% | +67.3% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling