-6.1%
ZLAB vs VT
+174.8%
-180.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.8% | -2.8% |
| 7D | +0.6% | +0.4% | +0.1% | 0.0% |
| 30D | +42.8% | +1.0% | +41.8% | +41.2% |
| 3M | +51.3% | +2.4% | +48.9% | +46.7% |
| 6M | +36.1% | +12.0% | +24.1% | +17.2% |
| YTD | +48.7% | +15.3% | +33.4% | +23.1% |
| 1Y | -12.6% | +22.6% | -35.2% | -33.0% |
| 3Y | +0.5% | +74.7% | -74.2% | -51.2% |
| 5Y | -82.0% | +66.1% | -148.1% | -90.3% |
| All | -6.1% | +174.8% | -180.9% | -67.0% |
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