-16.0%
Z price history and return analytics
+217.6%
-233.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.8% |
| 7D | -6.5% | -0.1% | -6.3% | -5.7% |
| 30D | -0.1% | -3.1% | +3.0% | +4.9% |
| 3M | -14.1% | -3.5% | -10.6% | -9.1% |
| 6M | -30.1% | +0.5% | -30.5% | -30.8% |
| YTD | -57.5% | +10.8% | -68.3% | -63.8% |
| 1Y | -60.3% | +11.9% | -72.2% | -66.7% |
| 3Y | -21.0% | +73.0% | -94.0% | -64.9% |
| 5Y | -54.9% | +58.6% | -113.5% | -76.3% |
| 10Y | -16.0% | +219.2% | -235.2% | -83.0% |
| All | -16.0% | +217.6% | -233.7% | -83.0% |
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