-80.1%
ZIP vs VT
+69.1%
-149.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -5.8% | -1.6% | -4.2% | -3.3% |
| 30D | +18.3% | -2.5% | +20.8% | +23.4% |
| 3M | 0.0% | -1.3% | +1.3% | +2.1% |
| 6M | +35.9% | +3.1% | +32.8% | +28.3% |
| YTD | +7.7% | +10.9% | -3.2% | -9.3% |
| 1Y | +1.0% | +12.1% | -11.1% | -16.3% |
| 3Y | -64.3% | +73.9% | -138.2% | -85.6% |
| 5Y | -85.0% | +58.0% | -143.0% | -92.4% |
| All | -80.1% | +69.1% | -149.2% | -90.9% |
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