-21.6%
ZDGE vs VT
+221.4%
-243.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.6% |
| 7D | +3.3% | +1.0% | +2.3% | +2.0% |
| 30D | +4.0% | -0.2% | +4.3% | +4.2% |
| 3M | -0.3% | +4.5% | -4.8% | -6.5% |
| 6M | +1.4% | +14.1% | -12.7% | -15.4% |
| YTD | -3.7% | +14.8% | -18.5% | -19.7% |
| 1Y | +8.3% | +21.2% | -12.9% | -15.6% |
| 3Y | +56.3% | +76.6% | -20.2% | -24.4% |
| 5Y | -78.0% | +66.6% | -144.6% | -88.3% |
| 10Y | -21.6% | +222.3% | -243.9% | -76.8% |
| All | -21.6% | +221.4% | -243.1% | -76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling