+110.0%
ZION vs VT
+69.7%
+40.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -0.9% | -2.3% | +1.4% | +1.8% |
| 30D | +4.6% | -5.0% | +9.5% | +11.0% |
| 3M | -7.6% | -4.9% | -2.8% | -2.2% |
| 6M | +2.7% | -1.5% | +4.2% | +3.3% |
| YTD | +13.0% | +8.5% | +4.5% | -1.0% |
| 1Y | +30.2% | +11.4% | +18.8% | +9.7% |
| 3Y | +110.0% | +70.1% | +40.0% | -27.4% |
| All | +110.0% | +69.7% | +40.3% | -27.4% |
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