-20.4%
ZUMZ vs VT
+346.0%
-366.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.8% |
| 7D | -7.4% | -2.3% | -5.1% | -4.7% |
| 30D | -0.6% | -5.0% | +4.4% | +5.5% |
| 3M | -28.5% | -4.9% | -23.7% | -24.3% |
| 6M | -43.8% | -1.5% | -42.2% | -42.3% |
| YTD | -46.1% | +8.5% | -54.6% | -50.2% |
| 1Y | -35.0% | +11.4% | -46.4% | -41.6% |
| 3Y | -15.0% | +70.1% | -85.1% | -50.6% |
| 5Y | -72.7% | +53.7% | -126.5% | -81.8% |
| 10Y | -39.9% | +220.0% | -259.8% | -81.2% |
| All | -20.4% | +346.0% | -366.4% | -80.5% |
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 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