-95.6%
ZONE price history and return analytics
+55.2%
-150.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +4.0% | +4.2% |
| 7D | +2.6% | -0.1% | +2.8% | +2.8% |
| 30D | -55.6% | -0.7% | -54.9% | -55.2% |
| 3M | -75.2% | +4.0% | -79.2% | -76.0% |
| 6M | -50.6% | +12.3% | -62.9% | -56.2% |
| YTD | -40.4% | +14.0% | -54.4% | -47.2% |
| 1Y | -96.5% | +20.3% | -116.8% | -97.1% |
| All | -95.6% | +55.2% | -150.8% | -96.9% |
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