+319.4%
ZYME vs VT
+77.9%
+241.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +3.3% | +0.4% | +2.8% | +2.8% |
| 30D | +24.2% | +1.0% | +23.2% | +23.0% |
| 3M | +16.3% | +2.4% | +13.9% | +13.5% |
| 6M | +15.7% | +12.0% | +3.7% | +3.1% |
| YTD | +10.9% | +15.3% | -4.5% | -4.5% |
| 1Y | +107.3% | +22.6% | +84.7% | +66.7% |
| All | +319.4% | +77.9% | +241.5% | +111.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling