-68.8%
ZIP price history and return analytics
+68.8%
-137.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +53.6% | -0.5% | +54.1% | +54.4% |
| 7D | +56.9% | -0.1% | +57.0% | +59.3% |
| 30D | +58.0% | -3.1% | +61.1% | +68.6% |
| 3M | +30.8% | -3.5% | +34.3% | +40.0% |
| 6M | +82.0% | +0.5% | +81.6% | +81.4% |
| YTD | +69.0% | +10.8% | +58.2% | +44.5% |
| 1Y | +47.4% | +11.9% | +35.5% | +24.2% |
| 3Y | -44.0% | +73.0% | -117.0% | -76.9% |
| 5Y | -75.3% | +58.6% | -133.9% | -87.4% |
| All | -68.8% | +68.8% | -137.6% | -85.4% |
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