-8.2%
VFC vs ZYBT
-83.2%
+75.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.4% |
| 7D | -1.6% | -6.9% | +5.3% | -1.6% |
| 30D | -11.6% | -31.8% | +20.2% | -11.6% |
| 3M | -18.1% | +94.0% | -112.1% | -17.6% |
| 6M | -27.4% | +99.0% | -126.4% | -27.1% |
| YTD | -24.8% | +40.0% | -64.8% | -24.7% |
| 1Y | -8.2% | -79.5% | +71.3% | -11.3% |
| All | -8.2% | -83.2% | +75.0% | -11.3% |
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