-82.9%
ZURA vs VT
+86.1%
-168.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -69.7% | +2.4% | -72.0% | -71.7% |
| 30D | -71.9% | -1.5% | -70.4% | -72.5% |
| 3M | -78.0% | -4.1% | -73.9% | -77.9% |
| 6M | -74.2% | +0.6% | -74.7% | -75.2% |
| YTD | -76.3% | +11.0% | -87.4% | -79.3% |
| 1Y | -70.3% | +13.3% | -83.7% | -74.5% |
| 3Y | -69.0% | +73.4% | -142.4% | -65.0% |
| All | -82.9% | +86.1% | -168.9% | -19.6% |
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