-79.6%
ZDGE vs VT
+66.2%
-145.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +3.8% | +0.4% | +3.4% | +3.3% |
| 30D | +0.3% | +1.0% | -0.6% | -0.9% |
| 3M | -7.1% | +2.4% | -9.5% | -10.5% |
| 6M | -2.5% | +12.0% | -14.6% | -16.7% |
| YTD | -7.4% | +15.3% | -22.8% | -23.2% |
| 1Y | +2.4% | +22.6% | -20.2% | -21.2% |
| 3Y | +40.6% | +74.7% | -34.1% | -31.4% |
| All | -79.6% | +66.2% | -145.7% | -88.7% |
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