-59.3%
ZTS vs VCIT
+4.3%
-63.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -7.4% | -0.5% | -6.9% | -6.9% |
| 30D | +9.9% | +1.5% | +8.4% | +8.0% |
| 3M | +10.3% | -1.0% | +11.3% | +11.7% |
| 6M | +9.2% | -1.7% | +10.8% | +11.4% |
| YTD | -32.9% | -1.4% | -31.5% | -31.6% |
| 1Y | -29.7% | -0.9% | -28.8% | -28.7% |
| 3Y | -49.0% | +19.8% | -68.8% | -57.9% |
| 5Y | -59.3% | +4.6% | -63.9% | -60.4% |
| All | -59.3% | +4.3% | -63.6% | -60.4% |
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