+7.1%
ZJUN vs VT
+33.5%
-26.4%
-1.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.2% | +1.0% | -0.8% | 0.0% |
| 30D | -0.1% | -0.2% | +0.1% | -0.1% |
| 3M | +1.2% | +4.5% | -3.3% | +0.6% |
| 6M | +2.7% | +14.1% | -11.4% | +0.8% |
| YTD | +3.1% | +14.8% | -11.7% | +1.1% |
| 1Y | +4.7% | +21.2% | -16.5% | +2.0% |
| All | +7.1% | +33.5% | -26.4% | +3.1% |
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