-33.5%
VG vs ZYBT
-64.9%
+31.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.5% | +1.9% |
| 7D | +9.6% | -3.7% | +13.3% | +9.6% |
| 30D | +15.2% | 0.0% | +15.2% | +15.1% |
| 3M | +24.1% | +72.2% | -48.1% | +20.5% |
| 6M | +27.2% | +103.1% | -76.0% | +23.0% |
| YTD | +132.3% | +34.8% | +97.5% | +124.3% |
| 1Y | +15.7% | -83.2% | +98.9% | +12.2% |
| All | -33.5% | -64.9% | +31.4% | -37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling