-84.4%
ZIP vs VT
+60.6%
-144.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.7% | +5.7% | +4.6% |
| 7D | +4.6% | -0.3% | +4.9% | +5.4% |
| 30D | +24.9% | -1.4% | +26.4% | +28.2% |
| 3M | +0.4% | -1.4% | +1.8% | +2.7% |
| 6M | +52.9% | +5.5% | +47.4% | +39.0% |
| YTD | +15.6% | +12.8% | +2.8% | -5.2% |
| 1Y | +10.0% | +15.4% | -5.4% | -13.1% |
| 3Y | -61.6% | +76.9% | -138.5% | -85.0% |
| 5Y | -84.4% | +60.4% | -144.8% | -91.9% |
| All | -84.4% | +60.6% | -144.9% | -91.9% |
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 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