-87.0%
ZTG vs VT
+14.6%
-101.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.3% |
| 7D | -21.4% | -2.3% | -19.1% | -19.1% |
| 30D | -38.8% | -5.0% | -33.8% | -34.9% |
| 3M | -95.2% | -4.9% | -90.3% | -94.8% |
| 6M | -82.1% | -1.5% | -80.5% | -81.1% |
| YTD | -77.8% | +8.5% | -86.3% | -78.5% |
| 1Y | -80.6% | +11.4% | -92.0% | -82.2% |
| All | -87.0% | +14.6% | -101.5% | -83.7% |
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 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