-73.9%
ZIP price history and return analytics
+69.2%
-143.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.8% |
| 7D | +46.5% | +2.4% | +44.2% | +40.8% |
| 30D | +24.7% | -1.5% | +26.2% | +29.3% |
| 3M | +16.7% | -4.1% | +20.9% | +26.1% |
| 6M | +40.2% | +0.6% | +39.6% | +39.3% |
| YTD | +41.3% | +11.0% | +30.2% | +20.1% |
| 1Y | +19.3% | +13.3% | +5.9% | -1.9% |
| 3Y | -52.9% | +73.4% | -126.3% | -80.7% |
| 5Y | -82.2% | +57.4% | -139.7% | -90.8% |
| All | -73.9% | +69.2% | -143.1% | -87.9% |
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