-48.0%
ZTS vs VCIT
+19.0%
-67.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.3% |
| 7D | +5.6% | -1.4% | +7.0% | +7.8% |
| 30D | +12.1% | +0.6% | +11.5% | +11.2% |
| 3M | +11.3% | -2.2% | +13.5% | +14.9% |
| 6M | +14.3% | -2.3% | +16.6% | +18.2% |
| YTD | -31.9% | -2.2% | -29.7% | -29.5% |
| 1Y | -29.3% | -1.4% | -27.9% | -27.5% |
| 3Y | -48.0% | +18.7% | -66.8% | -53.3% |
| All | -48.0% | +19.0% | -67.1% | -53.3% |
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