+183.0%
ZD price history and return analytics
+346.0%
-163.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.2% | -8.8% | -8.8% |
| 7D | -9.5% | -2.3% | -7.1% | -7.4% |
| 30D | -9.6% | -5.0% | -4.7% | -5.3% |
| 3M | -2.6% | -4.9% | +2.2% | +2.0% |
| 6M | +13.6% | -1.5% | +15.1% | +14.8% |
| YTD | +41.1% | +8.5% | +32.7% | +29.1% |
| 1Y | +51.9% | +11.4% | +40.6% | +35.6% |
| 3Y | -19.1% | +70.1% | -89.2% | -50.4% |
| 5Y | -61.0% | +53.7% | -114.7% | -73.4% |
| 10Y | -11.1% | +220.0% | -231.1% | -67.9% |
| All | +183.0% | +346.0% | -163.0% | -23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling