+179.8%
ZG vs VT
+327.9%
-148.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.1% | -5.3% | -4.0% |
| 7D | -2.8% | -4.2% | +1.4% | +3.3% |
| 30D | +10.0% | -5.8% | +15.8% | +19.4% |
| 3M | -15.4% | -5.2% | -10.2% | -8.7% |
| 6M | -28.9% | +0.1% | -29.0% | -29.3% |
| YTD | -54.3% | +8.2% | -62.5% | -59.1% |
| 1Y | -55.5% | +10.1% | -65.6% | -61.1% |
| 3Y | -15.1% | +69.7% | -84.8% | -57.4% |
| 5Y | -52.8% | +53.4% | -106.2% | -71.8% |
| 10Y | -7.9% | +219.2% | -227.1% | -74.4% |
| All | +179.8% | +327.9% | -148.1% | -39.7% |
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 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