+8.5%
ZUMZ vs VT
+222.7%
-214.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -0.8% | +0.4% | -1.3% | -1.4% |
| 30D | -7.9% | +1.0% | -8.9% | -9.1% |
| 3M | -23.2% | +2.4% | -25.6% | -24.8% |
| 6M | -30.4% | +12.0% | -42.4% | -38.8% |
| YTD | -30.8% | +15.3% | -46.1% | -41.4% |
| 1Y | -2.3% | +22.6% | -24.9% | -23.1% |
| 3Y | -4.2% | +74.7% | -78.9% | -49.2% |
| 5Y | -54.9% | +66.1% | -121.1% | -74.3% |
| All | +8.5% | +222.7% | -214.2% | -60.0% |
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