-90.6%
ZVIA vs VT
+66.2%
-156.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.5% |
| 7D | -2.9% | +1.0% | -3.9% | -4.2% |
| 30D | -6.9% | -0.2% | -6.7% | -6.8% |
| 3M | -5.0% | +4.5% | -9.5% | -10.8% |
| 6M | -2.9% | +14.1% | -17.0% | -19.4% |
| YTD | -42.2% | +14.8% | -57.0% | -52.6% |
| 1Y | -45.3% | +21.2% | -66.5% | -58.6% |
| 3Y | -48.7% | +76.6% | -125.2% | -76.7% |
| 5Y | -90.6% | +66.6% | -157.2% | -95.4% |
| All | -90.6% | +66.2% | -156.8% | -95.4% |
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 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