-45.5%
ZDGE vs VT
+229.8%
-275.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.9% |
| 7D | +3.2% | +0.4% | +2.8% | +2.4% |
| 30D | -21.8% | -2.6% | -19.2% | -19.5% |
| 3M | -23.2% | -3.2% | -19.9% | -20.4% |
| 6M | -27.5% | +0.9% | -28.4% | -29.4% |
| YTD | -28.9% | +11.3% | -40.2% | -38.4% |
| 1Y | -17.0% | +14.0% | -31.0% | -30.3% |
| 3Y | +29.5% | +75.8% | -46.3% | -36.2% |
| 5Y | -78.4% | +57.8% | -136.2% | -87.7% |
| 10Y | -19.4% | +219.8% | -239.2% | -74.1% |
| All | -45.5% | +229.8% | -275.3% | -82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling