-0.5%
ZG price history and return analytics
+229.8%
-230.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +2.9% |
| 7D | -5.9% | -1.1% | -4.8% | -4.2% |
| 30D | -0.8% | -1.0% | +0.2% | +0.9% |
| 3M | +0.5% | +3.2% | -2.6% | -4.3% |
| 6M | -25.1% | +12.5% | -37.6% | -37.8% |
| YTD | -51.3% | +14.1% | -65.4% | -60.6% |
| 1Y | -61.2% | +18.9% | -80.2% | -70.7% |
| 3Y | -33.3% | +74.1% | -107.4% | -71.3% |
| 5Y | -63.9% | +66.9% | -130.8% | -82.7% |
| All | -0.5% | +229.8% | -230.3% | -80.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling