+37.0%
ZAP price history and return analytics
+35.9%
+1.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | +2.1% | -0.1% | +2.2% | +2.2% |
| 30D | -0.6% | -0.7% | +0.1% | -0.2% |
| 3M | -2.8% | +4.0% | -6.8% | -5.3% |
| 6M | -1.3% | +12.3% | -13.6% | -8.6% |
| YTD | +11.0% | +14.0% | -3.0% | +1.7% |
| 1Y | +17.7% | +20.3% | -2.6% | +4.0% |
| All | +37.0% | +35.9% | +1.1% | +10.8% |
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 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