+297.3%
ZETA vs VCIT
+19.1%
+278.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.3% |
| 7D | +6.2% | +0.7% | +5.5% | +4.4% |
| 30D | -2.0% | +1.8% | -3.8% | -6.1% |
| 3M | +21.7% | -1.6% | +23.2% | +26.2% |
| 6M | +89.1% | -2.1% | +91.2% | +99.4% |
| YTD | +59.3% | -1.6% | +60.9% | +65.8% |
| 1Y | +66.2% | -0.8% | +67.0% | +70.3% |
| 3Y | +297.3% | +19.9% | +277.4% | +193.5% |
| All | +297.3% | +19.1% | +278.2% | +193.5% |
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