-90.8%
ZTEK vs VT
+59.9%
-150.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.9% |
| 7D | +1.3% | -2.0% | +3.3% | +3.3% |
| 30D | +12.4% | +2.4% | +10.0% | +10.8% |
| 3M | +11.8% | +4.7% | +7.1% | +7.6% |
| 6M | -20.0% | +11.4% | -31.4% | -25.9% |
| YTD | -18.5% | +13.1% | -31.6% | -25.6% |
| 1Y | -41.0% | +19.0% | -60.0% | -48.2% |
| 3Y | -61.4% | +73.9% | -135.3% | -75.8% |
| All | -90.8% | +59.9% | -150.7% | -93.8% |
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 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