-83.7%
ZBAO price history and return analytics
+23.3%
-107.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | -2.7% | +0.4% | -3.2% | -2.9% |
| 30D | -27.1% | +1.0% | -28.0% | -27.3% |
| 3M | -75.2% | +2.4% | -77.6% | -75.6% |
| 6M | -84.2% | +12.0% | -96.2% | -83.9% |
| YTD | -81.5% | +15.3% | -96.9% | -80.6% |
| 1Y | -83.7% | +22.6% | -106.3% | -84.3% |
| All | -83.7% | +23.3% | -107.0% | -84.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling