-97.6%
ZDAI vs VT
+45.1%
-142.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.9% |
| 7D | -1.5% | +1.0% | -2.5% | -2.4% |
| 30D | -12.8% | -0.2% | -12.5% | -12.5% |
| 3M | -44.3% | +4.5% | -48.8% | -46.4% |
| 6M | -62.5% | +14.1% | -76.6% | -66.1% |
| YTD | -50.8% | +14.8% | -65.6% | -55.5% |
| 1Y | -76.0% | +21.2% | -97.2% | -78.9% |
| All | -97.6% | +45.1% | -142.7% | -97.6% |
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 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