-96.4%
ZH vs VT
+66.2%
-162.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.5% | +0.4% | -9.9% | -10.2% |
| 30D | -21.3% | +1.0% | -22.3% | -22.7% |
| 3M | -16.5% | +2.4% | -18.9% | -20.8% |
| 6M | -17.8% | +12.0% | -29.8% | -33.9% |
| YTD | -21.3% | +15.3% | -36.7% | -40.1% |
| 1Y | -45.3% | +22.6% | -67.9% | -63.0% |
| 3Y | -59.4% | +74.7% | -134.1% | -87.4% |
| All | -96.4% | +66.2% | -162.6% | -98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling