-87.3%
ZTG vs VT
+18.3%
-105.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +0.4% |
| 7D | -8.2% | -0.7% | -7.5% | -7.3% |
| 30D | -21.9% | -1.7% | -20.2% | -20.4% |
| 3M | -94.9% | -2.3% | -92.6% | -94.7% |
| 6M | -83.0% | +1.5% | -84.5% | -82.7% |
| YTD | -78.3% | +12.0% | -90.4% | -79.8% |
| 1Y | -78.5% | +12.9% | -91.4% | -80.9% |
| All | -87.3% | +18.3% | -105.6% | -84.7% |
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 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