-45.9%
TZOO vs VT
+346.0%
-391.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -2.5% | -2.3% | -0.2% | -0.1% |
| 30D | -7.0% | -5.0% | -2.1% | -2.2% |
| 3M | -29.6% | -4.9% | -24.7% | -25.9% |
| 6M | -44.7% | -1.5% | -43.1% | -44.0% |
| YTD | -29.4% | +8.5% | -37.8% | -34.9% |
| 1Y | -32.9% | +11.4% | -44.3% | -39.8% |
| 3Y | -37.0% | +70.1% | -107.0% | -61.9% |
| 5Y | -54.0% | +53.7% | -107.7% | -69.1% |
| 10Y | -47.3% | +220.0% | -267.3% | -79.7% |
| All | -45.9% | +346.0% | -391.9% | -79.6% |
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