+20.5%
VEA vs ZYBT
-42.3%
+62.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +2.1% |
| 7D | +0.7% | -3.5% | +4.2% | +0.7% |
| 30D | -0.4% | +15.1% | -15.6% | -0.4% |
| 3M | -1.7% | +7.0% | -8.7% | -1.7% |
| 6M | +5.1% | +37.7% | -32.6% | +6.8% |
| YTD | +14.4% | +19.1% | -4.7% | +15.9% |
| 1Y | +20.5% | -38.3% | +58.8% | +24.3% |
| All | +20.5% | -42.3% | +62.8% | +24.3% |
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