+445.2%
MZTI vs VT
+374.2%
+71.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -8.2% | +0.4% | -8.7% | -8.5% |
| 30D | -5.3% | +1.0% | -6.2% | -5.8% |
| 3M | -0.1% | +2.4% | -2.5% | -1.7% |
| 6M | -36.4% | +12.0% | -48.4% | -40.6% |
| YTD | -34.9% | +15.3% | -50.2% | -40.2% |
| 1Y | -41.1% | +22.6% | -63.7% | -47.9% |
| 3Y | -32.0% | +74.7% | -106.7% | -50.8% |
| 5Y | -33.1% | +66.1% | -99.3% | -50.9% |
| 10Y | -6.5% | +225.0% | -231.5% | -53.3% |
| All | +445.2% | +374.2% | +71.0% | +128.6% |
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 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