-29.1%
ZDGE vs VT
+241.8%
-270.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +3.8% | +0.4% | +3.4% | +3.2% |
| 30D | +0.3% | +1.0% | -0.6% | -1.0% |
| 3M | -7.1% | +2.4% | -9.5% | -10.6% |
| 6M | -2.5% | +12.0% | -14.6% | -16.5% |
| YTD | -7.4% | +15.3% | -22.8% | -23.0% |
| 1Y | +2.4% | +22.6% | -20.2% | -20.9% |
| 3Y | +40.6% | +74.7% | -34.1% | -29.9% |
| 5Y | -79.9% | +66.1% | -146.1% | -89.2% |
| 10Y | -29.1% | +225.0% | -254.1% | -78.0% |
| All | -29.1% | +241.8% | -270.8% | -78.1% |
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