-66.9%
ZYBT vs VT
+38.6%
-105.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -6.9% | +0.4% | -7.4% | -7.2% |
| 30D | -31.8% | +1.0% | -32.8% | -32.1% |
| 3M | +94.0% | +2.4% | +91.6% | +91.1% |
| 6M | +99.0% | +12.0% | +87.0% | +62.8% |
| YTD | +40.0% | +15.3% | +24.7% | +9.1% |
| 1Y | -79.5% | +22.6% | -102.1% | -85.7% |
| All | -66.9% | +38.6% | -105.5% | -81.3% |
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