-97.5%
ZEO vs VT
+66.2%
-163.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -12.9% | +0.4% | -13.3% | -13.0% |
| 30D | -57.9% | +1.0% | -58.9% | -58.1% |
| 3M | -71.8% | +2.4% | -74.2% | -72.0% |
| 6M | -77.4% | +12.0% | -89.4% | -78.4% |
| YTD | -77.6% | +15.3% | -93.0% | -78.8% |
| 1Y | -84.5% | +22.6% | -107.0% | -85.5% |
| 3Y | -97.8% | +74.7% | -172.5% | -98.0% |
| All | -97.5% | +66.2% | -163.7% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling