+291.9%
ZETA vs VCIT
+19.1%
+272.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.0% |
| 7D | +2.7% | -0.3% | +3.0% | +3.5% |
| 30D | +15.8% | -0.8% | +16.6% | +17.9% |
| 3M | +35.4% | -1.0% | +36.4% | +38.9% |
| 6M | +67.1% | -1.8% | +69.0% | +74.9% |
| YTD | +54.1% | -0.7% | +54.8% | +57.0% |
| 1Y | +67.8% | +1.0% | +66.8% | +65.3% |
| All | +291.9% | +19.1% | +272.8% | +199.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling