-86.8%
ZIP price history and return analytics
+53.4%
-140.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.7% |
| 7D | -10.5% | -2.3% | -8.2% | -5.8% |
| 30D | -1.3% | -5.0% | +3.6% | +8.8% |
| 3M | -19.7% | -4.9% | -14.8% | -11.8% |
| 6M | +20.5% | -1.5% | +22.1% | +24.4% |
| YTD | -3.6% | +8.5% | -12.1% | -14.7% |
| 1Y | -11.9% | +11.4% | -23.3% | -25.3% |
| 3Y | -67.1% | +70.1% | -137.2% | -86.1% |
| All | -86.8% | +53.4% | -140.2% | -92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling