+186.2%
ZVRA vs VT
+75.6%
+110.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.6% |
| 7D | +6.1% | -0.7% | +6.8% | +6.8% |
| 30D | +4.7% | -1.7% | +6.4% | +6.5% |
| 3M | +4.5% | -2.3% | +6.8% | +6.8% |
| 6M | +9.7% | +1.5% | +8.2% | +8.4% |
| YTD | +32.3% | +12.0% | +20.2% | +20.3% |
| 1Y | +25.7% | +12.9% | +12.8% | +13.5% |
| All | +186.2% | +75.6% | +110.6% | +45.5% |
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 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