-92.7%
ZENA vs VT
+31.3%
-124.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.6% |
| 7D | -26.8% | -2.3% | -24.5% | -23.1% |
| 30D | -52.7% | -5.0% | -47.7% | -47.4% |
| 3M | -53.7% | -4.9% | -48.8% | -48.2% |
| 6M | -69.6% | -1.5% | -68.0% | -68.3% |
| YTD | -80.0% | +8.5% | -88.5% | -83.3% |
| 1Y | -84.3% | +11.4% | -95.6% | -87.5% |
| All | -92.7% | +31.3% | -124.1% | -95.9% |
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