+254.2%
ZETA vs VCIT
+3.3%
+251.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.7% | +8.8% | +9.4% |
| 7D | +13.2% | +0.1% | +13.1% | +12.9% |
| 30D | +6.0% | +1.1% | +4.9% | +3.6% |
| 3M | +27.3% | -1.4% | +28.7% | +30.3% |
| 6M | +104.6% | -2.3% | +106.9% | +113.8% |
| YTD | +72.3% | -1.8% | +74.1% | +78.5% |
| 1Y | +76.3% | -1.0% | +77.3% | +80.3% |
| 3Y | +325.6% | +19.3% | +306.4% | +221.9% |
| 5Y | +254.2% | +3.8% | +250.5% | +187.2% |
| All | +254.2% | +3.3% | +251.0% | +187.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling