-68.3%
ZURA vs VT
+13.0%
-81.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -69.7% | +2.6% | -72.3% | -71.6% |
| 7D | -68.5% | +0.4% | -68.9% | -69.4% |
| 30D | -69.0% | -2.6% | -66.4% | -68.3% |
| 3M | -79.2% | -3.2% | -76.0% | -78.6% |
| 6M | -74.1% | +0.9% | -75.1% | -74.9% |
| YTD | -76.3% | +11.3% | -87.6% | -80.4% |
| All | -68.3% | +13.0% | -81.3% | -74.4% |
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