-2.1%
ZD vs VT
+224.5%
-226.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.2% | +0.4% | -0.7% | -0.7% |
| 30D | +5.7% | +1.0% | +4.7% | +4.6% |
| 3M | +16.2% | +2.4% | +13.8% | +13.0% |
| 6M | +29.6% | +12.0% | +17.6% | +14.0% |
| YTD | +58.5% | +15.3% | +43.1% | +34.0% |
| 1Y | +49.1% | +22.6% | +26.5% | +18.1% |
| 3Y | -17.8% | +74.7% | -92.4% | -54.7% |
| 5Y | -53.0% | +66.1% | -119.1% | -72.4% |
| All | -2.1% | +224.5% | -226.6% | -70.8% |
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