-35.1%
ZUMZ vs VT
+12.5%
-47.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | +0.6% | -0.1% | +0.8% | +1.3% |
| 30D | -0.7% | -3.1% | +2.4% | +4.2% |
| 3M | -26.4% | -3.5% | -22.9% | -22.2% |
| 6M | -42.7% | +0.5% | -43.1% | -42.1% |
| YTD | -44.8% | +10.8% | -55.6% | -51.1% |
| 1Y | -35.1% | +11.9% | -47.0% | -43.5% |
| All | -35.1% | +12.5% | -47.6% | -43.5% |
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 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