+168.8%
ZTR vs VT
+346.0%
-177.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | -1.2% | -2.3% | +1.1% | +0.1% |
| 30D | +8.4% | -5.0% | +13.3% | +11.6% |
| 3M | -0.8% | -4.9% | +4.1% | +2.1% |
| 6M | +0.1% | -1.5% | +1.6% | +0.7% |
| YTD | +12.1% | +8.5% | +3.7% | +6.4% |
| 1Y | +11.4% | +11.4% | +0.1% | +4.0% |
| 3Y | +73.4% | +70.1% | +3.3% | +25.2% |
| 5Y | +20.9% | +53.7% | -32.9% | -8.1% |
| 10Y | +91.8% | +220.0% | -128.1% | -1.4% |
| All | +168.8% | +346.0% | -177.2% | +11.4% |
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