+71.3%
ZBIO vs VT
+41.5%
+29.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -2.5% |
| 7D | -5.5% | -2.0% | -3.5% | -2.9% |
| 30D | -4.1% | -1.4% | -2.7% | -2.4% |
| 3M | +73.6% | +4.7% | +68.9% | +61.8% |
| 6M | +20.0% | +11.4% | +8.6% | +2.4% |
| YTD | -14.3% | +13.1% | -27.4% | -30.7% |
| 1Y | +57.2% | +19.0% | +38.1% | +17.7% |
| All | +71.3% | +41.5% | +29.9% | +8.2% |
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