-81.7%
ZVRA vs VT
+224.4%
-306.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.6% |
| 7D | +6.1% | -0.7% | +6.8% | +6.9% |
| 30D | +4.7% | -1.7% | +6.4% | +6.5% |
| 3M | +4.5% | -2.3% | +6.8% | +6.9% |
| 6M | +9.7% | +1.5% | +8.2% | +8.3% |
| YTD | +32.3% | +12.0% | +20.2% | +20.0% |
| 1Y | +25.7% | +12.9% | +12.8% | +13.2% |
| 3Y | +185.5% | +74.9% | +110.6% | +75.6% |
| 5Y | +26.6% | +59.9% | -33.3% | -15.2% |
| 10Y | -81.7% | +224.6% | -306.3% | -94.0% |
| All | -81.7% | +224.4% | -306.1% | -94.0% |
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 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