-75.2%
ZSL vs VT
+15.2%
-90.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +1.7% | -12.2% | -2.5% |
| 7D | +5.5% | -0.3% | +5.8% | +5.4% |
| 30D | +31.0% | -1.4% | +32.4% | +26.0% |
| 3M | +20.3% | -1.4% | +21.7% | +17.9% |
| 6M | +53.7% | +5.5% | +48.3% | +120.3% |
| YTD | -33.7% | +12.8% | -46.5% | +29.9% |
| 1Y | -75.2% | +15.4% | -90.6% | -48.6% |
| All | -75.2% | +15.2% | -90.4% | -48.6% |
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