+71.5%
ZBIO vs VT
+42.7%
+28.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.1% |
| 7D | -5.4% | -1.1% | -4.2% | -3.9% |
| 30D | -0.5% | -1.0% | +0.4% | +0.7% |
| 3M | +75.2% | +3.2% | +72.1% | +67.2% |
| 6M | +22.8% | +12.5% | +10.3% | +3.3% |
| YTD | -14.3% | +14.1% | -28.4% | -31.5% |
| 1Y | +54.3% | +18.9% | +35.4% | +16.0% |
| All | +71.5% | +42.7% | +28.8% | +6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling