-67.7%
ZYBT vs VT
+37.0%
-104.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -3.7% | -0.1% | -3.5% | -3.6% |
| 30D | -12.8% | -0.7% | -12.1% | -12.4% |
| 3M | +76.2% | +4.0% | +72.2% | +66.1% |
| 6M | +109.3% | +12.3% | +97.0% | +67.5% |
| YTD | +36.5% | +14.0% | +22.5% | +7.1% |
| 1Y | -84.0% | +20.3% | -104.3% | -88.6% |
| All | -67.7% | +37.0% | -104.7% | -81.6% |
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 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