-84.6%
ZJYL vs VT
+18.7%
-103.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.9% | -7.6% | -7.5% |
| 7D | -4.2% | -2.0% | -2.2% | -2.0% |
| 30D | -30.9% | -1.4% | -29.4% | -29.7% |
| 3M | -12.7% | +4.7% | -17.4% | -18.3% |
| 6M | -27.5% | +11.4% | -38.8% | -38.4% |
| YTD | -53.2% | +13.1% | -66.2% | -60.2% |
| 1Y | -84.6% | +19.0% | -103.6% | -88.1% |
| All | -84.6% | +18.7% | -103.3% | -88.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling