+15.7%
ZAUG vs VT
+37.5%
-21.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | -0.6% | -2.3% | +1.7% | -0.1% |
| 30D | -0.8% | -5.0% | +4.2% | +0.3% |
| 3M | -0.3% | -4.9% | +4.6% | +0.7% |
| 6M | +1.8% | -1.5% | +3.4% | +2.0% |
| YTD | +4.0% | +8.5% | -4.5% | +1.8% |
| 1Y | +4.9% | +11.4% | -6.4% | +2.1% |
| All | +15.7% | +37.5% | -21.8% | +6.3% |
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 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