+43.4%
ZION vs VT
+66.2%
-22.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.3% | +0.4% | +1.9% | +1.8% |
| 30D | -2.6% | +1.0% | -3.6% | -3.9% |
| 3M | +10.8% | +2.4% | +8.4% | +6.5% |
| 6M | +20.9% | +12.0% | +8.9% | +2.0% |
| YTD | +21.1% | +15.3% | +5.7% | -2.2% |
| 1Y | +23.0% | +22.6% | +0.4% | -9.0% |
| 3Y | +111.0% | +74.7% | +36.4% | -5.2% |
| All | +43.4% | +66.2% | -22.8% | -30.2% |
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