-97.9%
ZEO vs VT
+56.3%
-154.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -15.9% | -2.3% | -13.5% | -14.2% |
| 30D | -30.3% | -5.0% | -25.3% | -27.8% |
| 3M | -60.0% | -4.9% | -55.2% | -58.4% |
| 6M | -78.5% | -1.5% | -76.9% | -77.9% |
| YTD | -81.0% | +8.5% | -89.5% | -81.2% |
| 1Y | -86.1% | +11.4% | -97.5% | -86.4% |
| 3Y | -98.2% | +70.1% | -168.2% | -98.3% |
| All | -97.9% | +56.3% | -154.2% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling