+56.2%
ZECP vs VT
+59.3%
-3.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | -1.0% | -2.3% | +1.3% | +0.9% |
| 30D | +0.5% | -5.0% | +5.5% | +4.6% |
| 3M | -2.0% | -4.9% | +2.9% | +1.9% |
| 6M | +2.9% | -1.5% | +4.5% | +3.8% |
| YTD | +8.8% | +8.5% | +0.3% | +1.1% |
| 1Y | +12.0% | +11.4% | +0.6% | +1.8% |
| 3Y | +58.3% | +70.1% | -11.8% | +0.1% |
| 5Y | +51.0% | +53.7% | -2.7% | +4.0% |
| All | +56.2% | +59.3% | -3.1% | +3.4% |
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