+44.1%
VZ vs ZYBT
-57.8%
+102.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | -1.2% | -2.5% | +1.2% | -1.2% |
| 30D | +5.7% | -1.2% | +7.0% | +5.7% |
| 3M | +8.2% | +76.7% | -68.4% | +8.5% |
| 6M | +1.7% | +103.6% | -101.9% | +1.9% |
| YTD | +28.9% | +38.3% | -9.4% | +29.2% |
| 1Y | +22.7% | -84.7% | +107.5% | +23.4% |
| All | +44.1% | -57.8% | +102.0% | +40.6% |
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