-95.8%
ZONE price history and return analytics
+55.3%
-151.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -4.5% |
| 7D | -4.5% | -1.1% | -3.4% | -3.1% |
| 30D | +1.4% | -1.0% | +2.4% | +2.6% |
| 3M | -79.0% | +3.2% | -82.2% | -79.5% |
| 6M | -55.7% | +12.5% | -68.2% | -60.9% |
| YTD | -43.5% | +14.1% | -57.5% | -50.0% |
| 1Y | -96.3% | +18.9% | -115.2% | -96.9% |
| All | -95.8% | +55.3% | -151.1% | -97.1% |
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 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