-62.8%
ZTS vs VUG
+76.0%
-138.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.8% |
| 7D | -4.8% | +0.9% | -5.6% | -5.2% |
| 30D | +1.2% | -1.4% | +2.7% | +2.0% |
| 3M | -6.0% | +2.3% | -8.4% | -7.6% |
| 6M | -38.7% | +15.7% | -54.4% | -44.1% |
| YTD | -40.6% | +8.6% | -49.2% | -43.9% |
| 1Y | -50.6% | +14.1% | -64.6% | -54.6% |
| 3Y | -58.7% | +87.9% | -146.6% | -73.6% |
| 5Y | -62.8% | +76.3% | -139.1% | -76.0% |
| All | -62.8% | +76.0% | -138.8% | -76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling