-79.4%
ZTG vs VT
+21.8%
-101.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.8% | +11.8% |
| 7D | -16.0% | +0.4% | -16.4% | -16.6% |
| 30D | -88.8% | +1.0% | -89.8% | -88.7% |
| 3M | -72.5% | +2.4% | -74.8% | -72.8% |
| 6M | -60.6% | +12.0% | -72.6% | -63.6% |
| YTD | -65.0% | +15.3% | -80.3% | -68.6% |
| All | -79.4% | +21.8% | -101.2% | -76.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling