-94.0%
ZEPP vs VT
+13.3%
-107.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.5% |
| 7D | -7.9% | -1.6% | -6.3% | -4.7% |
| 30D | -41.9% | -2.5% | -39.4% | -38.7% |
| 3M | -49.9% | -1.3% | -48.6% | -48.9% |
| 6M | -88.0% | +3.1% | -91.0% | -88.6% |
| YTD | -91.8% | +10.9% | -102.7% | -92.9% |
| All | -94.0% | +13.3% | -107.3% | -95.0% |
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 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