-1.1%
ZD price history and return analytics
+222.7%
-223.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -2.4% | -0.1% | -2.3% | -2.3% |
| 30D | +1.9% | -0.7% | +2.5% | +2.6% |
| 3M | +19.3% | +4.0% | +15.3% | +14.1% |
| 6M | +37.5% | +12.3% | +25.2% | +20.6% |
| YTD | +57.4% | +14.0% | +43.4% | +34.7% |
| 1Y | +44.6% | +20.3% | +24.3% | +16.8% |
| 3Y | -14.6% | +75.4% | -90.0% | -53.1% |
| 5Y | -54.0% | +66.0% | -120.0% | -73.0% |
| 10Y | -1.1% | +228.2% | -229.3% | -70.9% |
| All | -1.1% | +222.7% | -223.8% | -70.9% |
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