-93.1%
ZVRA vs VT
+224.1%
-317.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +7.2% | +0.4% | +6.8% | +6.8% |
| 30D | +17.8% | +1.0% | +16.8% | +16.7% |
| 3M | +11.0% | +2.4% | +8.6% | +8.3% |
| 6M | +38.9% | +12.0% | +26.9% | +25.0% |
| YTD | +38.4% | +15.3% | +23.1% | +21.0% |
| 1Y | +38.9% | +22.6% | +16.3% | +14.7% |
| 3Y | +130.5% | +74.7% | +55.8% | +36.1% |
| 5Y | +29.3% | +66.1% | -36.8% | -19.1% |
| 10Y | -83.3% | +225.0% | -308.3% | -94.9% |
| All | -93.1% | +224.1% | -317.2% | -97.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling