+30.4%
ZVRA vs VT
+65.7%
-35.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.4% |
| 7D | -2.1% | -0.1% | -2.0% | -2.0% |
| 30D | +4.9% | -0.7% | +5.5% | +5.6% |
| 3M | -11.9% | +4.0% | -15.9% | -15.6% |
| 6M | +32.0% | +12.3% | +19.7% | +17.6% |
| YTD | +34.4% | +14.0% | +20.3% | +17.6% |
| 1Y | +46.7% | +20.3% | +26.3% | +21.5% |
| 3Y | +128.9% | +75.4% | +53.5% | +25.5% |
| 5Y | +30.4% | +66.0% | -35.5% | -15.0% |
| All | +30.4% | +65.7% | -35.2% | -15.0% |
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 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