-89.3%
ZEPP vs VT
+12.5%
-101.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.7% |
| 7D | +7.7% | -0.1% | +7.8% | +7.4% |
| 30D | -35.8% | -3.1% | -32.7% | -31.6% |
| 3M | -53.9% | -3.5% | -50.5% | -50.6% |
| 6M | -80.7% | +0.5% | -81.1% | -80.9% |
| YTD | -91.1% | +10.8% | -101.9% | -92.5% |
| 1Y | -89.3% | +11.9% | -101.2% | -91.2% |
| All | -89.3% | +12.5% | -101.8% | -91.2% |
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