-43.5%
ZURA vs VT
+81.8%
-125.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.7% |
| 7D | +1.2% | -2.3% | +3.6% | +4.0% |
| 30D | -1.9% | -5.0% | +3.0% | +3.9% |
| 3M | -28.4% | -4.9% | -23.5% | -24.2% |
| 6M | -16.4% | -1.5% | -14.8% | -14.1% |
| YTD | -21.9% | +8.5% | -30.4% | -26.8% |
| 1Y | +17.5% | +11.4% | +6.2% | +8.0% |
| 3Y | -11.7% | +70.1% | -81.7% | +8.2% |
| All | -43.5% | +81.8% | -125.3% | +184.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling