-73.8%
ZJYL vs VT
+93.3%
-167.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.2% | -3.2% |
| 7D | -11.1% | +0.4% | -11.6% | -11.5% |
| 30D | -5.9% | +1.0% | -6.9% | -6.8% |
| 3M | -27.3% | +2.4% | -29.7% | -29.2% |
| 6M | -28.8% | +12.0% | -40.8% | -37.9% |
| YTD | -52.7% | +15.3% | -68.1% | -60.0% |
| 1Y | -82.7% | +22.6% | -105.3% | -86.3% |
| 3Y | -85.1% | +74.7% | -159.8% | -92.6% |
| All | -73.8% | +93.3% | -167.1% | -87.9% |
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