-62.3%
ZD vs VT
+53.4%
-115.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.2% | -8.8% | -8.9% |
| 7D | -9.5% | -2.3% | -7.1% | -6.9% |
| 30D | -9.6% | -5.0% | -4.7% | -4.2% |
| 3M | -2.6% | -4.9% | +2.2% | +3.1% |
| 6M | +13.6% | -1.5% | +15.1% | +14.9% |
| YTD | +41.1% | +8.5% | +32.7% | +24.7% |
| 1Y | +51.9% | +11.4% | +40.6% | +29.6% |
| 3Y | -19.1% | +70.1% | -89.2% | -59.5% |
| All | -62.3% | +53.4% | -115.7% | -77.6% |
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