-56.3%
ZH vs VT
+74.4%
-130.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | +3.9% | -0.1% | +4.1% | +3.9% |
| 30D | -23.6% | -3.1% | -20.6% | -21.0% |
| 3M | -19.7% | -3.5% | -16.2% | -16.5% |
| 6M | -19.2% | +0.5% | -19.7% | -20.2% |
| YTD | -19.2% | +10.8% | -30.0% | -28.9% |
| 1Y | -37.4% | +11.9% | -49.2% | -45.6% |
| 3Y | -56.3% | +73.0% | -129.2% | -78.9% |
| All | -56.3% | +74.4% | -130.7% | -78.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling