-94.4%
ZH price history and return analytics
+84.5%
-178.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.5% |
| 7D | +10.1% | -1.1% | +11.2% | +12.1% |
| 30D | -10.4% | -1.0% | -9.4% | -8.9% |
| 3M | -11.3% | +3.2% | -14.4% | -16.7% |
| 6M | -8.7% | +12.5% | -21.2% | -27.4% |
| YTD | -13.4% | +14.1% | -27.5% | -33.0% |
| 1Y | -45.2% | +18.9% | -64.1% | -60.9% |
| 3Y | -53.1% | +74.1% | -127.2% | -85.5% |
| 5Y | -95.6% | +66.9% | -162.5% | -98.2% |
| All | -94.4% | +84.5% | -178.9% | -98.4% |
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