-83.2%
ZYBT price history and return analytics
+19.6%
-102.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -1.7% |
| 7D | -3.7% | -1.1% | -2.6% | -4.6% |
| 30D | 0.0% | -1.0% | +1.0% | -1.0% |
| 3M | +72.2% | +3.2% | +69.1% | +79.7% |
| 6M | +103.1% | +12.5% | +90.7% | +60.9% |
| YTD | +34.8% | +14.1% | +20.7% | +3.4% |
| 1Y | -83.2% | +18.9% | -102.1% | -91.3% |
| All | -83.2% | +19.6% | -102.8% | -91.3% |
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 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