-99.4%
KZIA vs VT
+374.2%
-473.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.2% |
| 7D | -9.4% | +0.4% | -9.8% | -9.7% |
| 30D | +2.6% | +1.0% | +1.6% | +1.9% |
| 3M | +8.0% | +2.4% | +5.6% | +6.3% |
| 6M | +40.2% | +12.0% | +28.2% | +29.2% |
| YTD | +78.7% | +15.3% | +63.3% | +60.6% |
| 1Y | +52.2% | +22.6% | +29.6% | +31.3% |
| 3Y | -74.6% | +74.7% | -149.3% | -82.6% |
| 5Y | -97.6% | +66.1% | -163.8% | -98.3% |
| 10Y | -96.9% | +225.0% | -321.9% | -98.6% |
| All | -99.4% | +374.2% | -473.6% | -99.8% |
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