+41.0%
ZGN vs VT
+65.3%
-24.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.5% |
| 7D | +2.2% | +0.4% | +1.8% | +2.0% |
| 30D | +13.1% | -2.6% | +15.7% | +15.9% |
| 3M | -3.8% | -3.2% | -0.6% | -0.8% |
| 6M | +10.1% | +0.9% | +9.2% | +9.2% |
| YTD | +41.4% | +11.3% | +30.1% | +28.7% |
| 1Y | +47.7% | +14.0% | +33.7% | +31.8% |
| 3Y | +31.7% | +75.8% | -44.1% | -13.5% |
| All | +41.0% | +65.3% | -24.3% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling