-99.6%
KZIA vs VT
+346.0%
-445.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.4% |
| 7D | -15.5% | -2.3% | -13.2% | -13.7% |
| 30D | -22.7% | -5.0% | -17.8% | -19.1% |
| 3M | -41.8% | -4.9% | -36.9% | -38.9% |
| 6M | -48.1% | -1.5% | -46.6% | -46.8% |
| YTD | +4.2% | +8.5% | -4.3% | -0.9% |
| 1Y | -4.3% | +11.4% | -15.6% | -10.3% |
| 3Y | -74.8% | +70.1% | -144.9% | -82.1% |
| 5Y | -98.8% | +53.7% | -152.5% | -99.1% |
| 10Y | -97.8% | +220.0% | -317.7% | -99.0% |
| All | -99.6% | +346.0% | -445.6% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling