-46.8%
TZOO price history and return analytics
+63.7%
-110.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -0.8% |
| 7D | -4.5% | -2.0% | -2.5% | -2.2% |
| 30D | -17.3% | -1.4% | -15.9% | -15.9% |
| 3M | -41.3% | +4.7% | -46.1% | -44.6% |
| 6M | -7.2% | +11.4% | -18.6% | -19.1% |
| YTD | -17.3% | +13.1% | -30.3% | -29.1% |
| 1Y | -37.1% | +19.0% | -56.2% | -49.4% |
| 3Y | -7.2% | +73.9% | -81.2% | -51.5% |
| 5Y | -46.8% | +65.4% | -112.2% | -68.1% |
| All | -46.8% | +63.7% | -110.5% | -68.1% |
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