+20.3%
VT vs ZYBT
-80.9%
+101.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -0.1% | -3.7% | +3.5% | -0.1% |
| 30D | -0.7% | -12.8% | +12.1% | -0.7% |
| 3M | +4.0% | +76.2% | -72.2% | +4.6% |
| 6M | +12.3% | +109.3% | -97.0% | +12.2% |
| YTD | +14.0% | +36.5% | -22.5% | +14.5% |
| 1Y | +20.3% | -84.0% | +104.3% | +22.9% |
| All | +20.3% | -80.9% | +101.2% | +22.9% |
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