-97.8%
ZNTL vs VT
+53.4%
-151.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.2% |
| 7D | -12.2% | -2.3% | -9.9% | -8.7% |
| 30D | -32.5% | -5.0% | -27.6% | -26.1% |
| 3M | -65.6% | -4.9% | -60.7% | -62.4% |
| 6M | -58.9% | -1.5% | -57.3% | -57.9% |
| YTD | +27.4% | +8.5% | +18.9% | +9.2% |
| 1Y | +32.3% | +11.4% | +20.9% | +7.9% |
| 3Y | -86.2% | +70.1% | -156.3% | -94.7% |
| All | -97.8% | +53.4% | -151.2% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling