-35.0%
ZVIA vs VT
+74.1%
-109.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.1% | +2.6% | -16.7% | -16.6% |
| 7D | +14.3% | +0.4% | +13.9% | +12.5% |
| 30D | +5.8% | -2.6% | +8.4% | +7.8% |
| 3M | -11.1% | -3.2% | -7.9% | -8.8% |
| 6M | -11.7% | +0.9% | -12.7% | -14.4% |
| YTD | -44.8% | +11.3% | -56.1% | -53.0% |
| 1Y | -52.1% | +14.0% | -66.1% | -60.6% |
| 3Y | -35.0% | +75.8% | -110.9% | -74.0% |
| All | -35.0% | +74.1% | -109.1% | -74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling