-74.6%
ZJYL vs VT
+92.3%
-166.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.3% |
| 7D | -8.2% | +1.0% | -9.2% | -9.2% |
| 30D | -6.0% | -0.2% | -5.8% | -5.8% |
| 3M | -10.2% | +4.5% | -14.8% | -15.2% |
| 6M | -30.8% | +14.1% | -44.9% | -41.0% |
| YTD | -54.1% | +14.8% | -68.9% | -60.9% |
| 1Y | -84.0% | +21.2% | -105.2% | -87.2% |
| 3Y | -80.8% | +76.6% | -157.4% | -90.6% |
| All | -74.6% | +92.3% | -166.9% | -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 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