-96.5%
ZSL vs VT
+53.2%
-149.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +4.9% | -6.0% |
| 7D | -1.0% | -4.2% | +3.1% | -7.4% |
| 30D | +33.9% | -5.8% | +39.7% | +22.6% |
| 3M | +32.0% | -5.2% | +37.2% | +23.3% |
| 6M | +55.0% | +0.1% | +54.9% | +64.1% |
| YTD | -33.1% | +8.2% | -41.3% | -16.6% |
| 1Y | -73.8% | +10.1% | -83.9% | -66.4% |
| 3Y | -95.4% | +69.7% | -165.1% | -89.9% |
| 5Y | -96.5% | +53.4% | -149.9% | -91.5% |
| All | -96.5% | +53.2% | -149.7% | -91.5% |
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