+207.2%
ZION vs VT
+374.2%
-167.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.4% |
| 6M | +20.9% | +12.0% | +8.9% | +2.4% |
| YTD | +21.1% | +15.3% | +5.7% | -1.5% |
| 1Y | +23.0% | +22.6% | +0.4% | -7.8% |
| 3Y | +111.0% | +74.7% | +36.4% | -0.5% |
| 5Y | +44.4% | +66.1% | -21.8% | -25.6% |
| 10Y | +198.9% | +225.0% | -26.1% | -39.3% |
| All | +207.2% | +374.2% | -167.0% | -29.0% |
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