-99.9%
ZBAO vs VT
+49.5%
-149.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +1.1% | +11.7% | +11.7% |
| 7D | -8.7% | -0.7% | -8.1% | -8.0% |
| 30D | -90.9% | -1.7% | -89.1% | -90.6% |
| 3M | -97.8% | -2.3% | -95.4% | -97.7% |
| 6M | -99.4% | +1.5% | -101.0% | -99.4% |
| YTD | -99.5% | +12.0% | -111.6% | -99.5% |
| 1Y | -99.5% | +12.9% | -112.4% | -99.6% |
| All | -99.9% | +49.5% | -149.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling