-99.9%
ZNB vs VT
+13.0%
-112.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -6.2% |
| 7D | +116.0% | +0.4% | +115.6% | +108.9% |
| 30D | +16.1% | -2.6% | +18.7% | +19.6% |
| 3M | -56.3% | -3.2% | -53.0% | -54.5% |
| 6M | -92.3% | +0.9% | -93.3% | -92.7% |
| YTD | -99.8% | +11.3% | -111.1% | -99.8% |
| All | -99.9% | +13.0% | -112.9% | -99.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling