-48.8%
TZOO price history and return analytics
+221.8%
-270.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.9% |
| 7D | +4.8% | +2.4% | +2.4% | +1.7% |
| 30D | +3.5% | -1.5% | +5.0% | +5.8% |
| 3M | -27.2% | -4.1% | -23.1% | -22.9% |
| 6M | -40.9% | +0.6% | -41.5% | -41.6% |
| YTD | -26.0% | +11.0% | -37.0% | -36.0% |
| 1Y | -29.0% | +13.3% | -42.3% | -40.3% |
| 3Y | -37.6% | +73.4% | -111.0% | -70.0% |
| 5Y | -47.8% | +57.4% | -105.3% | -71.2% |
| All | -48.8% | +221.8% | -270.6% | -89.2% |
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 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