+13.5%
VT vs ZYBT
-43.6%
+57.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | 0.0% |
| 7D | -1.6% | -6.9% | +5.3% | -1.6% |
| 30D | -2.5% | +8.1% | -10.6% | -2.5% |
| 3M | -1.3% | +0.8% | -2.1% | -1.3% |
| 6M | +3.1% | +45.7% | -42.6% | +3.9% |
| YTD | +10.9% | +16.5% | -5.6% | +12.1% |
| All | +13.5% | -43.6% | +57.1% | +17.4% |
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