+58.5%
ZETA vs VCIT
-0.9%
+59.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.4% | +5.6% |
| 7D | -0.4% | +0.1% | -0.5% | -0.8% |
| 30D | -8.0% | +1.9% | -9.9% | -13.1% |
| 3M | +21.4% | -1.4% | +22.8% | +28.0% |
| 6M | +80.1% | -2.1% | +82.2% | +95.8% |
| YTD | +52.5% | -1.6% | +54.1% | +55.4% |
| 1Y | +58.5% | -0.9% | +59.4% | +53.7% |
| All | +58.5% | -0.9% | +59.3% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling