-98.0%
ZEO price history and return analytics
+59.6%
-157.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.5% | -9.3% | -9.5% |
| 7D | -23.9% | -0.1% | -23.8% | -23.5% |
| 30D | -26.5% | -3.1% | -23.5% | -24.7% |
| 3M | -66.3% | -3.5% | -62.8% | -65.3% |
| 6M | -78.2% | +0.5% | -78.7% | -77.9% |
| YTD | -82.2% | +10.8% | -93.0% | -82.6% |
| 1Y | -87.6% | +11.9% | -99.5% | -88.0% |
| 3Y | -98.3% | +73.0% | -171.3% | -98.4% |
| All | -98.0% | +59.6% | -157.7% | -98.1% |
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