-87.5%
ZEPP price history and return analytics
+65.7%
-153.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +2.6% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | -3.7% | -0.7% | -3.0% | -2.7% |
| 3M | +13.4% | +4.0% | +9.4% | +8.1% |
| 6M | -73.3% | +12.3% | -85.6% | -77.1% |
| YTD | -81.4% | +14.0% | -95.5% | -84.3% |
| 1Y | -90.2% | +20.3% | -110.5% | -92.2% |
| 3Y | +4.2% | +75.4% | -71.3% | -51.0% |
| 5Y | -87.5% | +66.0% | -153.5% | -93.2% |
| All | -87.5% | +65.7% | -153.2% | -93.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling