-80.7%
ZEO vs VT
+21.4%
-102.0%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +7.5% |
| 7D | +23.2% | +1.0% | +22.2% | +21.0% |
| 30D | -55.2% | -0.2% | -55.0% | -55.0% |
| 3M | -67.5% | +4.5% | -72.0% | -69.8% |
| 6M | -72.5% | +14.1% | -86.5% | -77.9% |
| YTD | -76.1% | +14.8% | -90.9% | -81.5% |
| 1Y | -80.7% | +21.2% | -101.8% | -84.7% |
| All | -80.7% | +21.4% | -102.0% | -84.7% |
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