-94.8%
ZH vs VT
+75.1%
-169.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +5.7% |
| 7D | -15.5% | -4.2% | -11.3% | -8.9% |
| 30D | -21.9% | -5.8% | -16.1% | -13.2% |
| 3M | -18.6% | -5.2% | -13.4% | -10.6% |
| 6M | -17.8% | +0.1% | -18.0% | -19.6% |
| YTD | -18.6% | +8.2% | -26.8% | -30.9% |
| 1Y | -37.0% | +10.1% | -47.2% | -48.5% |
| 3Y | -56.4% | +69.7% | -126.0% | -86.0% |
| 5Y | -94.7% | +53.4% | -148.1% | -97.4% |
| All | -94.8% | +75.1% | -169.8% | -98.3% |
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