-96.0%
ZBAO price history and return analytics
+52.2%
-148.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | 0.0% |
| 7D | -10.2% | -1.1% | -9.1% | -9.5% |
| 30D | -28.0% | -1.0% | -27.0% | -27.4% |
| 3M | -77.5% | +3.2% | -80.6% | -77.7% |
| 6M | -84.6% | +12.5% | -97.1% | -85.4% |
| YTD | -83.5% | +14.1% | -97.5% | -84.5% |
| 1Y | -86.1% | +18.9% | -105.0% | -87.6% |
| All | -96.0% | +52.2% | -148.2% | -96.8% |
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