-53.9%
TZOO vs VT
+222.7%
-276.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.8% |
| 7D | -3.7% | -0.1% | -3.6% | -3.5% |
| 30D | -16.6% | -0.7% | -15.9% | -15.8% |
| 3M | -40.9% | +4.0% | -44.9% | -44.1% |
| 6M | -9.6% | +12.3% | -21.9% | -23.2% |
| YTD | -15.7% | +14.0% | -29.8% | -29.8% |
| 1Y | -37.7% | +20.3% | -58.0% | -51.7% |
| 3Y | -5.5% | +75.4% | -81.0% | -55.3% |
| 5Y | -46.3% | +66.0% | -112.3% | -72.4% |
| 10Y | -53.9% | +228.2% | -282.1% | -89.4% |
| All | -53.9% | +222.7% | -276.6% | -89.4% |
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