-99.3%
ZSL vs VT
+223.7%
-323.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -2.1% |
| 7D | -11.3% | +0.4% | -11.7% | -10.5% |
| 30D | +24.4% | -2.6% | +27.0% | +21.8% |
| 3M | +32.4% | -3.2% | +35.6% | +29.7% |
| 6M | +83.1% | +0.9% | +82.2% | +93.9% |
| YTD | -36.4% | +11.3% | -47.7% | -21.4% |
| 1Y | -74.8% | +14.0% | -88.8% | -67.9% |
| 3Y | -95.9% | +75.8% | -171.7% | -91.5% |
| 5Y | -96.6% | +57.8% | -154.5% | -93.2% |
| 10Y | -99.3% | +219.8% | -319.1% | -96.7% |
| All | -99.3% | +223.7% | -323.0% | -96.7% |
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