+98.0%
ZETA vs VCIT
-1.4%
+99.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.3% |
| 7D | +18.1% | -1.4% | +19.5% | +21.9% |
| 30D | +13.6% | +0.6% | +13.0% | +10.6% |
| 3M | +23.7% | -2.2% | +26.0% | +32.3% |
| 6M | +128.5% | -2.3% | +130.8% | +145.9% |
| YTD | +80.1% | -2.2% | +82.3% | +83.8% |
| 1Y | +98.0% | -1.4% | +99.4% | +91.0% |
| All | +98.0% | -1.4% | +99.4% | +91.0% |
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