-32.7%
TZOO vs VT
+374.2%
-406.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -6.4% | +0.4% | -6.9% | -6.8% |
| 30D | -12.1% | +1.0% | -13.1% | -12.9% |
| 3M | -36.2% | +2.4% | -38.5% | -37.8% |
| 6M | -0.5% | +12.0% | -12.5% | -11.4% |
| YTD | -12.2% | +15.3% | -27.6% | -23.9% |
| 1Y | -33.7% | +22.6% | -56.2% | -45.8% |
| 3Y | -13.9% | +74.7% | -88.6% | -49.4% |
| 5Y | -48.8% | +66.1% | -114.9% | -68.1% |
| 10Y | -51.2% | +225.0% | -276.2% | -81.7% |
| All | -32.7% | +374.2% | -406.9% | -76.2% |
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