+199.5%
ZTS vs VCIT
+48.6%
+150.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.2% | -8.2% | -8.1% |
| 7D | +4.9% | +0.5% | +4.5% | +4.5% |
| 30D | +15.9% | +2.1% | +13.8% | +14.0% |
| 3M | +11.1% | -1.6% | +12.7% | +12.5% |
| 6M | -26.0% | -1.6% | -24.5% | -25.0% |
| YTD | -33.3% | -1.5% | -31.8% | -32.4% |
| 1Y | -30.3% | -0.4% | -29.9% | -29.9% |
| 3Y | -47.0% | +19.6% | -66.6% | -53.1% |
| 5Y | -59.7% | +3.3% | -63.0% | -61.9% |
| 10Y | +80.3% | +28.9% | +51.4% | +73.6% |
| All | +199.5% | +48.6% | +150.8% | +198.0% |
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