+193.4%
ZION price history and return analytics
+357.6%
-164.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | -1.2% |
| 7D | -0.2% | +0.4% | -0.6% | -0.9% |
| 30D | +6.0% | -2.6% | +8.6% | +9.6% |
| 3M | -5.2% | -3.2% | -1.9% | -1.2% |
| 6M | +7.5% | +0.9% | +6.6% | +4.9% |
| YTD | +15.6% | +11.3% | +4.3% | -1.6% |
| 1Y | +30.7% | +14.0% | +16.7% | +7.6% |
| 3Y | +122.9% | +75.8% | +47.1% | +3.2% |
| 5Y | +20.2% | +57.8% | -37.7% | -33.8% |
| 10Y | +155.4% | +219.8% | -64.4% | -47.2% |
| All | +193.4% | +357.6% | -164.2% | -29.1% |
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