+15.2%
VZLA price history and return analytics
+23.4%
-8.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -2.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +22.6% | +0.8% | +21.8% | +20.5% |
| 3M | +8.0% | +2.8% | +5.2% | +2.3% |
| 6M | +3.2% | +13.0% | -9.8% | -19.5% |
| YTD | -23.8% | +15.4% | -39.1% | -44.1% |
| All | +15.2% | +23.4% | -8.2% | -31.0% |
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