+202.4%
ZETA vs VCIT
+3.2%
+199.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.4% | +5.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.6% |
| 30D | -8.0% | +1.9% | -9.9% | -11.3% |
| 3M | +21.4% | -1.4% | +22.8% | +24.5% |
| 6M | +80.1% | -2.1% | +82.2% | +87.7% |
| YTD | +52.5% | -1.6% | +54.1% | +57.6% |
| 1Y | +58.5% | -0.9% | +59.4% | +62.0% |
| 3Y | +281.7% | +20.0% | +261.7% | +186.8% |
| All | +202.4% | +3.2% | +199.2% | +139.2% |
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