+31.2%
ZGN vs VT
+20.4%
+10.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.9% |
| 7D | -6.8% | -0.1% | -6.7% | -6.6% |
| 30D | -20.9% | -0.7% | -20.3% | -20.2% |
| 3M | -20.0% | +4.0% | -24.0% | -24.2% |
| 6M | +13.6% | +12.3% | +1.3% | -3.5% |
| YTD | +15.3% | +14.0% | +1.3% | -5.5% |
| 1Y | +31.2% | +20.3% | +10.9% | -1.5% |
| All | +31.2% | +20.4% | +10.8% | -1.5% |
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 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