+195.1%
ZION vs VT
+363.9%
-168.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -1.0% |
| 7D | +1.9% | -0.3% | +2.2% | +2.2% |
| 30D | +5.3% | -1.4% | +6.7% | +7.2% |
| 3M | -6.5% | -1.4% | -5.1% | -5.0% |
| 6M | +8.8% | +5.5% | +3.4% | +0.1% |
| YTD | +16.3% | +12.8% | +3.5% | -2.7% |
| 1Y | +33.5% | +15.4% | +18.0% | +8.2% |
| 3Y | +112.5% | +76.9% | +35.6% | -2.2% |
| 5Y | +23.2% | +60.4% | -37.2% | -33.5% |
| 10Y | +183.3% | +232.8% | -49.5% | -44.6% |
| All | +195.1% | +363.9% | -168.8% | -29.9% |
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