-80.9%
ZKH vs VT
+66.3%
-147.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +1.0% | +1.0% | 0.0% | +0.5% |
| 30D | +3.9% | -0.2% | +4.1% | +4.0% |
| 3M | +3.9% | +4.5% | -0.7% | +1.6% |
| 6M | -7.6% | +14.1% | -21.6% | -13.2% |
| YTD | -19.6% | +14.8% | -34.3% | -24.7% |
| 1Y | +3.9% | +21.2% | -17.3% | -5.7% |
| All | -80.9% | +66.3% | -147.2% | -85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling