-25.6%
ZYBT vs VT
+12.5%
-38.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.8% | +2.9% |
| 7D | +14.9% | -0.1% | +15.1% | +15.1% |
| 30D | -11.0% | -3.1% | -7.9% | -13.7% |
| 3M | -14.4% | -3.5% | -10.9% | -17.9% |
| 6M | +62.1% | +0.5% | +61.6% | +66.5% |
| YTD | +33.9% | +10.8% | +23.1% | +6.2% |
| 1Y | -25.6% | +11.9% | -37.5% | -41.5% |
| All | -25.6% | +12.5% | -38.1% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling