+36.5%
ZAP vs VT
+37.4%
-1.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.5% | +0.4% | +1.0% | +1.2% |
| 30D | -2.4% | +1.0% | -3.4% | -3.1% |
| 3M | -4.5% | +2.4% | -6.9% | -6.0% |
| 6M | -2.7% | +12.0% | -14.7% | -9.7% |
| YTD | +10.6% | +15.3% | -4.7% | +0.6% |
| 1Y | +16.8% | +22.6% | -5.8% | +2.0% |
| All | +36.5% | +37.4% | -1.0% | +9.6% |
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