-96.0%
ZBAO price history and return analytics
+50.9%
-146.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -2.0% |
| 7D | -15.9% | -2.0% | -13.9% | -14.6% |
| 30D | -24.1% | -1.4% | -22.7% | -23.2% |
| 3M | -77.2% | +4.7% | -82.0% | -77.6% |
| 6M | -86.0% | +11.4% | -97.4% | -86.6% |
| YTD | -83.6% | +13.1% | -96.6% | -84.6% |
| 1Y | -86.0% | +19.0% | -105.0% | -87.4% |
| All | -96.0% | +50.9% | -146.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling