-58.3%
ZG vs VT
+12.5%
-70.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.2% |
| 7D | -5.9% | -0.1% | -5.7% | -5.2% |
| 30D | -1.2% | -3.1% | +1.9% | +1.9% |
| 3M | -13.4% | -3.5% | -9.9% | -10.2% |
| 6M | -29.6% | +0.5% | -30.1% | -29.6% |
| YTD | -56.7% | +10.8% | -67.5% | -61.0% |
| 1Y | -58.3% | +11.9% | -70.2% | -62.9% |
| All | -58.3% | +12.5% | -70.8% | -62.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling