-73.5%
ZTEK vs VT
+312.1%
-385.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.1% |
| 7D | +1.3% | -2.0% | +3.3% | +2.8% |
| 30D | +12.4% | +2.4% | +10.0% | +11.2% |
| 3M | +11.8% | +4.7% | +7.1% | +8.7% |
| 6M | -20.0% | +11.4% | -31.4% | -24.6% |
| YTD | -18.5% | +13.1% | -31.6% | -24.0% |
| 1Y | -41.0% | +19.0% | -60.0% | -46.6% |
| 3Y | -61.4% | +73.9% | -135.3% | -72.6% |
| 5Y | -83.4% | +65.4% | -148.8% | -87.9% |
| 10Y | -23.1% | +225.4% | -248.5% | -59.7% |
| All | -73.5% | +312.1% | -385.6% | -87.6% |
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