-95.7%
ZONE price history and return analytics
+53.9%
-149.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -0.8% |
| 7D | +2.0% | -2.0% | +4.0% | +4.9% |
| 30D | -3.8% | -1.4% | -2.4% | -2.1% |
| 3M | -76.1% | +4.7% | -80.8% | -77.0% |
| 6M | -53.7% | +11.4% | -65.0% | -58.4% |
| YTD | -41.5% | +13.1% | -54.6% | -47.6% |
| 1Y | -96.2% | +19.0% | -115.2% | -96.8% |
| All | -95.7% | +53.9% | -149.6% | -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 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