+187.6%
ZION vs VT
+345.0%
-157.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +2.9% |
| 7D | -2.0% | -4.2% | +2.2% | +3.7% |
| 30D | +3.3% | -5.8% | +9.1% | +11.7% |
| 3M | -8.8% | -5.2% | -3.6% | -2.3% |
| 6M | +4.3% | +0.1% | +4.2% | +2.8% |
| YTD | +13.3% | +8.2% | +5.1% | +0.1% |
| 1Y | +29.0% | +10.1% | +18.9% | +11.3% |
| 3Y | +107.1% | +69.7% | +37.4% | +0.7% |
| 5Y | +19.1% | +53.4% | -34.3% | -31.8% |
| 10Y | +176.1% | +219.2% | -43.2% | -42.9% |
| All | +187.6% | +345.0% | -157.4% | -27.8% |
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