+24.8%
VO vs ZYBT
-58.9%
+83.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +0.8% |
| 7D | -1.5% | -3.7% | +2.2% | -1.5% |
| 30D | -3.0% | 0.0% | -3.0% | -3.0% |
| 3M | +2.8% | +72.2% | -69.4% | +3.0% |
| 6M | +10.9% | +103.1% | -92.2% | +10.4% |
| YTD | +12.5% | +34.8% | -22.3% | +12.5% |
| 1Y | +12.0% | -83.2% | +95.1% | +15.0% |
| All | +24.8% | -58.9% | +83.7% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling