+45.4%
VZ vs ZYBT
-58.1%
+103.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.5% |
| 7D | +0.2% | -4.2% | +4.5% | +0.2% |
| 30D | +7.1% | -16.4% | +23.5% | +7.1% |
| 3M | +12.8% | +82.9% | -70.0% | +13.1% |
| 6M | +1.8% | +110.7% | -108.9% | +2.0% |
| YTD | +30.0% | +37.4% | -7.4% | +30.3% |
| 1Y | +24.3% | -80.6% | +104.9% | +24.9% |
| All | +45.4% | -58.1% | +103.5% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling