-97.6%
ZDAI price history and return analytics
+44.2%
-141.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +1.3% | -0.1% | +1.4% | +1.4% |
| 30D | -14.3% | -0.7% | -13.6% | -13.7% |
| 3M | -45.6% | +4.0% | -49.6% | -47.4% |
| 6M | -63.5% | +12.3% | -75.8% | -66.5% |
| YTD | -51.0% | +14.0% | -65.0% | -55.4% |
| 1Y | -75.2% | +20.3% | -95.5% | -78.1% |
| All | -97.6% | +44.2% | -141.8% | -97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling