+194.6%
ZION price history and return analytics
+226.9%
-32.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.3% |
| 7D | -1.5% | -2.0% | +0.5% | +1.0% |
| 30D | -3.2% | -1.4% | -1.7% | -1.5% |
| 3M | +4.4% | +4.7% | -0.3% | -1.9% |
| 6M | +25.0% | +11.4% | +13.6% | +8.2% |
| YTD | +19.2% | +13.1% | +6.1% | +1.2% |
| 1Y | +21.4% | +19.0% | +2.4% | -3.4% |
| 3Y | +116.8% | +73.9% | +42.8% | +9.8% |
| 5Y | +41.5% | +65.4% | -23.9% | -22.5% |
| All | +194.6% | +226.9% | -32.3% | -23.0% |
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 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