+257.7%
VZLA price history and return analytics
+74.2%
+183.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -2.3% |
| 7D | -0.7% | -1.1% | +0.4% | +1.2% |
| 30D | +4.5% | -1.0% | +5.5% | +6.5% |
| 3M | +14.4% | +3.2% | +11.3% | +9.0% |
| 6M | -2.9% | +12.5% | -15.4% | -18.2% |
| YTD | -27.4% | +14.1% | -41.5% | -39.9% |
| 1Y | +2.3% | +18.9% | -16.6% | -19.7% |
| 3Y | +257.7% | +74.1% | +183.6% | +93.1% |
| All | +257.7% | +74.2% | +183.4% | +93.1% |
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