-5.8%
Z price history and return analytics
+221.4%
-227.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -5.7% |
| 7D | -3.3% | +1.0% | -4.3% | -4.6% |
| 30D | -3.7% | -0.2% | -3.5% | -3.3% |
| 3M | -7.0% | +4.5% | -11.5% | -13.3% |
| 6M | -29.5% | +14.1% | -43.6% | -42.5% |
| YTD | -52.6% | +14.8% | -67.3% | -61.8% |
| 1Y | -64.0% | +21.2% | -85.2% | -73.4% |
| 3Y | -36.4% | +76.6% | -113.0% | -72.6% |
| 5Y | -65.8% | +66.6% | -132.3% | -83.3% |
| 10Y | -5.8% | +222.3% | -228.1% | -80.1% |
| All | -5.8% | +221.4% | -227.3% | -80.1% |
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 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