+26.6%
ZVRA vs VT
+59.8%
-33.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.7% |
| 7D | +6.1% | -0.7% | +6.8% | +7.0% |
| 30D | +4.7% | -1.7% | +6.4% | +6.8% |
| 3M | +4.5% | -2.3% | +6.8% | +7.2% |
| 6M | +9.7% | +1.5% | +8.2% | +8.0% |
| YTD | +32.3% | +12.0% | +20.2% | +18.0% |
| 1Y | +25.7% | +12.9% | +12.8% | +11.2% |
| 3Y | +185.5% | +74.9% | +110.6% | +57.0% |
| 5Y | +26.6% | +59.9% | -33.3% | -12.6% |
| All | +26.6% | +59.8% | -33.2% | -12.6% |
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