-0.5%
MZTI vs VT
+223.7%
-224.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +2.3% |
| 7D | -1.8% | +0.4% | -2.2% | -2.0% |
| 30D | +9.7% | -2.6% | +12.3% | +11.3% |
| 3M | -3.1% | -3.2% | +0.1% | -1.4% |
| 6M | -2.4% | +0.9% | -3.3% | -3.5% |
| YTD | -32.1% | +11.3% | -43.4% | -36.8% |
| 1Y | -34.8% | +14.0% | -48.8% | -40.3% |
| 3Y | -29.6% | +75.8% | -105.5% | -51.0% |
| 5Y | -24.4% | +57.8% | -82.2% | -44.2% |
| 10Y | -0.5% | +219.8% | -220.3% | -61.8% |
| All | -0.5% | +223.7% | -224.1% | -61.8% |
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 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