-30.2%
ZDGE price history and return analytics
+237.9%
-268.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -4.7% |
| 7D | -1.7% | -0.1% | -1.5% | -1.5% |
| 30D | -0.3% | -0.7% | +0.3% | +0.4% |
| 3M | -6.1% | +4.0% | -10.1% | -11.2% |
| 6M | -8.6% | +12.3% | -20.9% | -21.9% |
| YTD | -9.0% | +14.0% | -23.0% | -23.2% |
| 1Y | -1.0% | +20.3% | -21.3% | -21.7% |
| 3Y | +47.8% | +75.4% | -27.7% | -26.7% |
| 5Y | -79.5% | +66.0% | -145.5% | -88.9% |
| 10Y | -27.5% | +228.2% | -255.7% | -77.3% |
| All | -30.2% | +237.9% | -268.1% | -78.2% |
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