-46.7%
ZDGE vs VT
+221.5%
-268.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.9% |
| 7D | -4.3% | -2.3% | -2.0% | -1.8% |
| 30D | -24.6% | -5.0% | -19.6% | -20.0% |
| 3M | -27.7% | -4.9% | -22.9% | -23.6% |
| 6M | -29.5% | -1.5% | -28.0% | -29.4% |
| YTD | -30.4% | +8.5% | -38.9% | -37.9% |
| 1Y | -20.0% | +11.4% | -31.4% | -30.9% |
| 3Y | +24.0% | +70.1% | -46.1% | -36.4% |
| 5Y | -79.7% | +53.7% | -133.4% | -88.0% |
| 10Y | -22.5% | +220.0% | -242.5% | -74.4% |
| All | -46.7% | +221.5% | -268.1% | -82.4% |
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