-97.9%
ZDAI vs VT
+40.8%
-138.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.8% | -6.0% |
| 7D | +5.1% | +2.9% | +2.2% | +2.6% |
| 30D | +5.8% | -2.5% | +8.3% | +7.9% |
| 3M | -17.6% | -3.3% | -14.3% | -15.4% |
| 6M | -24.5% | +1.5% | -26.0% | -25.4% |
| YTD | -55.6% | +11.4% | -66.9% | -58.9% |
| 1Y | -77.2% | +11.9% | -89.1% | -78.9% |
| All | -97.9% | +40.8% | -138.7% | -97.8% |
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