-94.9%
ZEPP vs VT
+143.5%
-238.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.4% | +2.1% |
| 7D | -1.3% | -4.2% | +2.8% | +3.6% |
| 30D | -43.1% | -5.8% | -37.4% | -39.1% |
| 3M | -51.4% | -5.2% | -46.2% | -48.4% |
| 6M | -87.4% | +0.1% | -87.5% | -87.2% |
| YTD | -91.8% | +8.2% | -100.0% | -92.3% |
| 1Y | -93.6% | +10.1% | -103.8% | -94.2% |
| 3Y | -53.0% | +69.7% | -122.6% | -72.6% |
| 5Y | -93.5% | +53.4% | -146.9% | -95.7% |
| All | -94.9% | +143.5% | -238.4% | -97.6% |
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