-21.8%
ZTEK vs VT
+229.7%
-251.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.3% |
| 7D | +11.6% | -0.1% | +11.8% | +11.8% |
| 30D | +14.3% | +3.3% | +11.0% | +12.4% |
| 3M | +11.0% | +4.0% | +7.0% | +8.2% |
| 6M | -18.3% | +12.3% | -30.6% | -23.6% |
| YTD | -17.1% | +14.0% | -31.2% | -23.4% |
| 1Y | -40.1% | +20.3% | -60.4% | -46.4% |
| 3Y | -60.7% | +75.4% | -136.2% | -72.7% |
| 5Y | -83.3% | +66.0% | -149.3% | -88.0% |
| All | -21.8% | +229.7% | -251.5% | -60.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling