-41.1%
MZTI vs VT
+23.3%
-64.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -8.2% | +0.4% | -8.7% | -8.1% |
| 30D | -5.3% | +1.0% | -6.2% | -5.1% |
| 3M | -0.1% | +2.4% | -2.5% | +0.6% |
| 6M | -36.4% | +12.0% | -48.4% | -35.6% |
| YTD | -34.9% | +15.3% | -50.2% | -33.3% |
| 1Y | -41.1% | +22.6% | -63.7% | -42.7% |
| All | -41.1% | +23.3% | -64.5% | -42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling