-58.7%
ZTS vs VCIT
+3.7%
-62.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | +5.6% | -1.4% | +7.0% | +7.4% |
| 30D | +12.1% | +0.6% | +11.5% | +11.4% |
| 3M | +11.3% | -2.2% | +13.5% | +14.4% |
| 6M | +14.3% | -2.3% | +16.6% | +17.6% |
| YTD | -31.9% | -2.2% | -29.7% | -29.9% |
| 1Y | -29.3% | -1.4% | -27.9% | -27.8% |
| 3Y | -48.0% | +18.7% | -66.8% | -56.7% |
| All | -58.7% | +3.7% | -62.4% | -59.5% |
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 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