-36.4%
ZROZ vs VT
+214.8%
-251.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.2% | -0.4% |
| 7D | +1.1% | -4.2% | +5.2% | +0.5% |
| 30D | +11.2% | -5.8% | +17.0% | +10.3% |
| 3M | -0.6% | -5.2% | +4.7% | -1.3% |
| 6M | -4.3% | +0.1% | -4.5% | -4.2% |
| YTD | -5.9% | +8.2% | -14.1% | -4.6% |
| 1Y | -9.1% | +10.1% | -19.2% | -7.6% |
| 3Y | -5.8% | +69.7% | -75.5% | +4.7% |
| 5Y | -54.2% | +53.4% | -107.6% | -51.2% |
| All | -36.4% | +214.8% | -251.2% | -13.2% |
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