-82.4%
ZIP price history and return analytics
+65.0%
-147.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -4.1% | -13.4% | -10.7% |
| 7D | -16.0% | -4.2% | -11.9% | -8.7% |
| 30D | +1.1% | -5.8% | +6.9% | +13.0% |
| 3M | -12.5% | -5.2% | -7.2% | -3.4% |
| 6M | +17.0% | +0.1% | +16.9% | +17.1% |
| YTD | -4.6% | +8.2% | -12.8% | -15.3% |
| 1Y | -8.6% | +10.1% | -18.7% | -21.0% |
| 3Y | -68.3% | +69.7% | -138.0% | -86.5% |
| 5Y | -87.0% | +53.4% | -140.3% | -92.9% |
| All | -82.4% | +65.0% | -147.3% | -91.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling