+28.1%
ZIP price history and return analytics
+13.3%
+14.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +1.1% | -11.3% | -12.1% |
| 7D | +31.3% | -0.7% | +32.0% | +33.8% |
| 30D | +39.3% | -1.7% | +41.0% | +44.5% |
| 3M | +20.3% | -2.3% | +22.6% | +25.5% |
| 6M | +71.6% | +1.5% | +70.1% | +67.9% |
| YTD | +51.8% | +12.0% | +39.7% | +27.5% |
| 1Y | +28.1% | +12.9% | +15.3% | +6.1% |
| All | +28.1% | +13.3% | +14.9% | +6.1% |
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 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