-65.4%
ZG price history and return analytics
+63.7%
-129.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -1.5% |
| 7D | -11.5% | -2.0% | -9.5% | -8.5% |
| 30D | -7.0% | -1.4% | -5.6% | -4.7% |
| 3M | -6.5% | +4.7% | -11.2% | -13.9% |
| 6M | -27.0% | +11.4% | -38.4% | -39.6% |
| YTD | -53.3% | +13.1% | -66.3% | -62.5% |
| 1Y | -61.4% | +19.0% | -80.4% | -71.7% |
| 3Y | -35.8% | +73.9% | -109.7% | -75.7% |
| 5Y | -65.4% | +65.4% | -130.8% | -85.8% |
| All | -65.4% | +63.7% | -129.0% | -85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling