-11.2%
ZD price history and return analytics
+217.6%
-228.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | -5.3% | -0.1% | -5.1% | -5.1% |
| 30D | -9.5% | -3.1% | -6.5% | -6.6% |
| 3M | -5.8% | -3.5% | -2.3% | -2.4% |
| 6M | +24.7% | +0.5% | +24.2% | +23.5% |
| YTD | +45.5% | +10.8% | +34.7% | +28.2% |
| 1Y | +58.7% | +11.9% | +46.8% | +38.4% |
| 3Y | -15.8% | +73.0% | -88.8% | -53.1% |
| 5Y | -61.1% | +58.6% | -119.7% | -76.1% |
| 10Y | -11.2% | +219.2% | -230.4% | -71.6% |
| All | -11.2% | +217.6% | -228.8% | -71.6% |
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