-83.1%
ZEO vs VT
+11.9%
-95.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.6% | +16.0% | +16.7% |
| 7D | +20.9% | +2.9% | +18.0% | +13.7% |
| 30D | -1.9% | -2.5% | +0.6% | +4.9% |
| 3M | -58.3% | -3.3% | -54.9% | -54.0% |
| 6M | -70.2% | +1.5% | -71.7% | -69.3% |
| YTD | -76.6% | +11.4% | -88.0% | -79.2% |
| 1Y | -83.1% | +11.9% | -95.0% | -85.3% |
| All | -83.1% | +11.9% | -95.0% | -85.3% |
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