-50.1%
ZTS vs VUG
+13.3%
-63.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -3.8% | +0.1% | -3.8% | -3.8% |
| 30D | -2.0% | -1.7% | -0.3% | -1.7% |
| 3M | -10.2% | +2.8% | -13.0% | -10.8% |
| 6M | -39.4% | +13.6% | -53.0% | -43.2% |
| YTD | -40.8% | +8.1% | -48.9% | -43.2% |
| 1Y | -50.1% | +13.1% | -63.2% | -52.3% |
| All | -50.1% | +13.3% | -63.4% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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