+174.6%
ZTS vs VGT
+1,438.9%
-1,264.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.8% |
| 7D | -2.0% | +1.0% | -3.0% | -2.5% |
| 30D | +1.9% | +1.3% | +0.6% | +0.8% |
| 3M | -4.0% | -1.1% | -2.9% | -4.8% |
| 6M | -39.1% | +32.6% | -71.8% | -49.8% |
| YTD | -38.8% | +29.0% | -67.8% | -48.8% |
| 1Y | -49.6% | +39.7% | -89.3% | -60.0% |
| 3Y | -59.0% | +120.9% | -179.9% | -77.0% |
| 5Y | -61.8% | +133.6% | -195.3% | -79.8% |
| 10Y | +61.4% | +792.6% | -731.1% | -68.6% |
| All | +174.6% | +1,438.9% | -1,264.3% | -61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling