-97.2%
ZEO price history and return analytics
+60.0%
-157.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.5% |
| 7D | +30.9% | +2.4% | +28.6% | +29.1% |
| 30D | +6.7% | -1.5% | +8.2% | +8.3% |
| 3M | -56.5% | -4.1% | -52.4% | -55.0% |
| 6M | -67.3% | +0.6% | -67.9% | -66.9% |
| YTD | -75.1% | +11.0% | -86.2% | -75.7% |
| 1Y | -81.6% | +13.3% | -94.9% | -82.1% |
| 3Y | -97.6% | +73.4% | -171.0% | -97.7% |
| All | -97.2% | +60.0% | -157.3% | -97.4% |
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