-99.5%
ZSL price history and return analytics
+221.4%
-320.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +0.8% |
| 7D | -5.3% | +1.0% | -6.3% | -4.0% |
| 30D | -7.6% | -0.2% | -7.4% | -7.6% |
| 3M | -3.5% | +4.5% | -8.0% | +3.8% |
| 6M | +20.6% | +14.1% | +6.5% | +48.5% |
| YTD | -55.7% | +14.8% | -70.4% | -44.0% |
| 1Y | -87.8% | +21.2% | -109.0% | -83.5% |
| 3Y | -97.1% | +76.6% | -173.6% | -94.0% |
| 5Y | -97.8% | +66.6% | -164.4% | -95.4% |
| 10Y | -99.5% | +222.3% | -321.7% | -97.7% |
| All | -99.5% | +221.4% | -320.9% | -97.7% |
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