+19.4%
VGT vs ZYBT
-37.7%
+57.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | +0.2% |
| 7D | -6.5% | -3.5% | -3.0% | -6.5% |
| 30D | -10.6% | +15.1% | -25.7% | -10.6% |
| 3M | -3.7% | +7.0% | -10.7% | -3.7% |
| 6M | +10.4% | +37.7% | -27.3% | +11.4% |
| YTD | +23.1% | +19.1% | +3.9% | +23.3% |
| All | +19.4% | -37.7% | +57.1% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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