-83.2%
ZEO vs VT
+15.2%
-98.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -4.7% |
| 7D | -1.1% | -0.3% | -0.8% | -0.3% |
| 30D | -11.8% | -1.4% | -10.3% | -8.9% |
| 3M | -54.5% | -1.4% | -53.1% | -52.3% |
| 6M | -74.3% | +5.5% | -79.7% | -75.6% |
| YTD | -76.9% | +12.8% | -89.7% | -81.1% |
| 1Y | -83.2% | +15.4% | -98.6% | -87.5% |
| All | -83.2% | +15.2% | -98.4% | -87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling