+252.6%
ZETA vs VCIT
+4.9%
+247.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.0% |
| 7D | +2.7% | -0.3% | +3.0% | +3.3% |
| 30D | +15.8% | -0.8% | +16.6% | +17.4% |
| 3M | +35.4% | -1.0% | +36.4% | +38.1% |
| 6M | +67.1% | -1.8% | +69.0% | +73.3% |
| YTD | +54.1% | -0.7% | +54.8% | +56.5% |
| 1Y | +67.8% | +1.0% | +66.8% | +66.0% |
| 3Y | +311.4% | +18.8% | +292.6% | +220.6% |
| 5Y | +324.8% | +3.5% | +321.3% | +192.9% |
| All | +252.6% | +4.9% | +247.7% | +143.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling