-79.7%
ZIP price history and return analytics
+69.6%
-149.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | +2.6% | +11.5% | +9.7% |
| 7D | +0.2% | +0.4% | -0.1% | +1.2% |
| 30D | +2.9% | -2.6% | +5.5% | +9.2% |
| 3M | -16.5% | -3.2% | -13.3% | -10.8% |
| 6M | +18.5% | +0.9% | +17.6% | +17.5% |
| YTD | +10.0% | +11.3% | -1.3% | -6.4% |
| 1Y | -1.8% | +14.0% | -15.8% | -19.6% |
| 3Y | -62.5% | +75.8% | -138.3% | -84.9% |
| 5Y | -85.2% | +57.8% | -143.1% | -92.3% |
| All | -79.7% | +69.6% | -149.3% | -90.6% |
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