-98.5%
ZONE vs VT
+47.7%
-146.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | +0.2% | -15.1% | -15.2% |
| 7D | -18.9% | -2.3% | -16.6% | -17.1% |
| 30D | -61.1% | -5.0% | -56.2% | -58.1% |
| 3M | -86.3% | -4.9% | -81.4% | -85.3% |
| 6M | -84.7% | -1.5% | -83.2% | -84.0% |
| YTD | -80.3% | +8.5% | -88.7% | -81.2% |
| 1Y | -95.7% | +11.4% | -107.1% | -96.0% |
| All | -98.5% | +47.7% | -146.2% | -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 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