+90.6%
ZETA vs VCIT
-0.8%
+91.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | 0.0% | +7.6% | +7.6% |
| 7D | +18.8% | -0.5% | +19.2% | +19.8% |
| 30D | +12.6% | +1.5% | +11.2% | +7.2% |
| 3M | +29.5% | -1.0% | +30.4% | +33.7% |
| 6M | +128.6% | -1.7% | +130.3% | +143.4% |
| YTD | +85.5% | -1.4% | +86.8% | +85.8% |
| 1Y | +90.6% | -0.9% | +91.5% | +85.4% |
| All | +90.6% | -0.8% | +91.4% | +85.4% |
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