+63.0%
ZETA vs VCIT
-0.8%
+63.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.3% |
| 7D | +6.2% | +0.7% | +5.5% | +4.1% |
| 30D | -2.0% | +1.8% | -3.8% | -7.1% |
| 3M | +21.7% | -1.6% | +23.2% | +29.0% |
| 6M | +89.1% | -2.1% | +91.2% | +105.5% |
| YTD | +59.3% | -1.6% | +60.9% | +62.0% |
| All | +63.0% | -0.8% | +63.8% | +57.3% |
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