-69.1%
ZYBT vs VT
+30.3%
-99.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.5% |
| 7D | +15.4% | -2.3% | +17.7% | +17.0% |
| 30D | +29.3% | -5.0% | +34.3% | +33.7% |
| 3M | -28.2% | -4.9% | -23.4% | -25.9% |
| 6M | +52.3% | -1.5% | +53.8% | +48.2% |
| YTD | +30.4% | +8.5% | +22.0% | +5.6% |
| 1Y | -29.2% | +11.4% | -40.6% | -45.6% |
| All | -69.1% | +30.3% | -99.5% | -81.9% |
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 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