+74.0%
VZLA price history and return analytics
+70.5%
+3.5%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -2.1% |
| 7D | -0.7% | -1.1% | +0.4% | +0.9% |
| 30D | +4.5% | -1.0% | +5.5% | +6.2% |
| 3M | +14.4% | +3.2% | +11.3% | +9.8% |
| 6M | -2.9% | +12.5% | -15.4% | -16.3% |
| YTD | -27.4% | +14.1% | -41.5% | -38.4% |
| 1Y | +2.3% | +18.9% | -16.6% | -17.3% |
| 3Y | +257.7% | +74.1% | +183.6% | +78.1% |
| All | +74.0% | +70.5% | +3.5% | -21.6% |
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