-97.1%
KZIA vs VT
+221.4%
-318.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -4.9% | +1.0% | -5.9% | -5.7% |
| 30D | -13.5% | -0.2% | -13.3% | -13.3% |
| 3M | +5.4% | +4.5% | +0.8% | +1.7% |
| 6M | +45.6% | +14.1% | +31.5% | +31.3% |
| YTD | +74.3% | +14.8% | +59.6% | +56.1% |
| 1Y | +48.3% | +21.2% | +27.1% | +27.8% |
| 3Y | -77.1% | +76.6% | -153.7% | -84.3% |
| 5Y | -97.6% | +66.6% | -164.2% | -98.3% |
| 10Y | -97.1% | +222.3% | -319.3% | -98.6% |
| All | -97.1% | +221.4% | -318.5% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling