-47.3%
TZOO vs VT
+215.5%
-262.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | -2.5% | -2.3% | -0.2% | +0.7% |
| 30D | -7.0% | -5.0% | -2.1% | -0.5% |
| 3M | -29.6% | -4.9% | -24.7% | -24.7% |
| 6M | -44.7% | -1.5% | -43.1% | -43.9% |
| YTD | -29.4% | +8.5% | -37.8% | -37.1% |
| 1Y | -32.9% | +11.4% | -44.3% | -42.4% |
| 3Y | -37.0% | +70.1% | -107.0% | -69.0% |
| 5Y | -54.0% | +53.7% | -107.7% | -73.8% |
| All | -47.3% | +215.5% | -262.9% | -87.8% |
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