+30.2%
ZION vs VT
+10.5%
+19.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -0.9% | -2.3% | +1.4% | +0.5% |
| 30D | +4.6% | -5.0% | +9.5% | +8.0% |
| 3M | -7.6% | -4.9% | -2.8% | -4.7% |
| 6M | +2.7% | -1.5% | +4.2% | +3.1% |
| YTD | +13.0% | +8.5% | +4.5% | +3.5% |
| 1Y | +30.2% | +11.4% | +18.8% | +16.3% |
| All | +30.2% | +10.5% | +19.7% | +16.3% |
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 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