-79.8%
ZEO price history and return analytics
+20.4%
-100.3%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +2.8% |
| 7D | +17.3% | -0.1% | +17.5% | +17.7% |
| 30D | -54.2% | -0.7% | -53.5% | -53.5% |
| 3M | -67.0% | +4.0% | -71.0% | -69.0% |
| 6M | -73.9% | +12.3% | -86.2% | -78.4% |
| YTD | -75.8% | +14.0% | -89.8% | -81.0% |
| 1Y | -79.8% | +20.3% | -100.1% | -84.0% |
| All | -79.8% | +20.4% | -100.3% | -84.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling