-82.9%
ZURA vs VT
+86.6%
-169.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | -0.6% | -12.7% | -12.8% |
| 7D | -66.7% | +2.9% | -69.6% | -69.1% |
| 30D | -70.7% | -2.5% | -68.2% | -71.1% |
| 3M | -78.5% | -3.3% | -75.2% | -78.7% |
| 6M | -73.9% | +1.5% | -75.4% | -75.2% |
| YTD | -76.3% | +11.4% | -87.7% | -79.4% |
| 1Y | -73.2% | +11.9% | -85.1% | -76.7% |
| 3Y | -71.0% | +73.9% | -144.9% | -67.4% |
| All | -82.9% | +86.6% | -169.5% | -19.8% |
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