+33.4%
ZALT vs VT
+72.1%
-38.7%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -0.4% |
| 7D | -1.8% | -4.2% | +2.3% | -0.4% |
| 30D | -2.0% | -5.8% | +3.8% | +0.1% |
| 3M | -0.6% | -5.2% | +4.6% | +1.3% |
| 6M | +2.0% | +0.1% | +1.9% | +1.7% |
| YTD | +4.8% | +8.2% | -3.4% | +1.3% |
| 1Y | +6.0% | +10.1% | -4.1% | +1.7% |
| 3Y | +31.8% | +69.7% | -37.9% | +7.1% |
| All | +33.4% | +72.1% | -38.7% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling