+23.5%
ZGN vs VT
+71.3%
-47.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -8.5% | +0.4% | -9.0% | -8.9% |
| 30D | -17.4% | +1.0% | -18.4% | -18.2% |
| 3M | -14.9% | +2.4% | -17.3% | -16.8% |
| 6M | +15.9% | +12.0% | +3.9% | +4.8% |
| YTD | +23.8% | +15.3% | +8.5% | +9.1% |
| 1Y | +45.6% | +22.6% | +23.0% | +22.1% |
| 3Y | -12.9% | +74.7% | -87.6% | -43.2% |
| All | +23.5% | +71.3% | -47.8% | -16.7% |
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