-97.8%
ZEO price history and return analytics
+60.4%
-158.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +2.2% |
| 7D | -11.2% | +0.4% | -11.5% | -11.0% |
| 30D | -18.6% | -2.6% | -16.0% | -16.9% |
| 3M | -63.0% | -3.2% | -59.8% | -61.9% |
| 6M | -75.9% | +0.9% | -76.8% | -75.6% |
| YTD | -80.3% | +11.3% | -91.6% | -80.8% |
| 1Y | -84.2% | +14.0% | -98.2% | -84.7% |
| 3Y | -98.1% | +75.8% | -173.9% | -98.2% |
| All | -97.8% | +60.4% | -158.2% | -98.0% |
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 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