-0.8%
VCLT vs ZYBT
-83.2%
+82.4%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | -0.5% | -6.9% | +6.4% | -0.5% |
| 30D | -0.9% | -31.8% | +30.9% | -0.9% |
| 3M | -3.2% | +94.0% | -97.2% | -2.7% |
| 6M | -3.8% | +99.0% | -102.8% | -3.1% |
| YTD | -2.0% | +40.0% | -42.0% | -1.3% |
| 1Y | -0.8% | -79.5% | +78.7% | +0.3% |
| All | -0.8% | -83.2% | +82.4% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling