-62.5%
ZIP price history and return analytics
+74.1%
-136.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | +2.6% | +11.5% | +9.8% |
| 7D | +0.2% | +0.4% | -0.1% | +1.2% |
| 30D | +2.9% | -2.6% | +5.5% | +8.9% |
| 3M | -16.5% | -3.2% | -13.3% | -11.1% |
| 6M | +18.5% | +0.9% | +17.6% | +17.6% |
| YTD | +10.0% | +11.3% | -1.3% | -5.6% |
| 1Y | -1.8% | +14.0% | -15.8% | -18.8% |
| 3Y | -62.5% | +75.8% | -138.3% | -83.0% |
| All | -62.5% | +74.1% | -136.6% | -83.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling