+188.4%
ZD price history and return analytics
+357.6%
-169.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.5% |
| 7D | -4.9% | +0.4% | -5.2% | -5.2% |
| 30D | -10.5% | -2.6% | -7.9% | -8.3% |
| 3M | -6.1% | -3.2% | -2.9% | -3.3% |
| 6M | +23.3% | +0.9% | +22.3% | +21.8% |
| YTD | +43.8% | +11.3% | +32.5% | +28.4% |
| 1Y | +55.1% | +14.0% | +41.1% | +35.5% |
| 3Y | -16.5% | +75.8% | -92.3% | -50.3% |
| 5Y | -62.0% | +57.8% | -119.8% | -74.7% |
| 10Y | -13.6% | +219.8% | -233.4% | -68.9% |
| All | +188.4% | +357.6% | -169.2% | -24.2% |
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