+34.1%
ZION price history and return analytics
+11.9%
+22.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +3.2% | +2.4% | +0.8% | +1.7% |
| 30D | +8.2% | -1.5% | +9.7% | +9.1% |
| 3M | -6.7% | -4.1% | -2.6% | -4.2% |
| 6M | +13.7% | +0.6% | +13.1% | +12.6% |
| YTD | +16.6% | +11.0% | +5.6% | +5.3% |
| 1Y | +34.1% | +13.3% | +20.8% | +18.3% |
| All | +34.1% | +11.9% | +22.2% | +18.3% |
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