-50.6%
ZTS vs VGT
+35.2%
-85.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | +0.2% |
| 7D | -3.7% | -0.2% | -3.6% | -3.8% |
| 30D | -0.8% | -0.4% | -0.3% | -0.7% |
| 3M | -9.7% | +4.4% | -14.2% | -9.8% |
| 6M | -38.4% | +32.1% | -70.5% | -43.2% |
| YTD | -41.1% | +28.8% | -69.9% | -45.4% |
| 1Y | -50.6% | +35.3% | -86.0% | -53.7% |
| All | -50.6% | +35.2% | -85.8% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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