-91.4%
ZKH vs VT
+61.3%
-152.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +1.1% |
| 7D | -19.3% | +0.4% | -19.6% | -19.5% |
| 30D | -34.0% | -2.6% | -31.4% | -33.2% |
| 3M | -53.0% | -3.2% | -49.7% | -52.3% |
| 6M | -55.3% | +0.9% | -56.3% | -55.6% |
| YTD | -63.6% | +11.3% | -74.9% | -65.5% |
| 1Y | -55.3% | +14.0% | -69.3% | -58.2% |
| All | -91.4% | +61.3% | -152.7% | -93.4% |
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