-99.2%
ZSL price history and return analytics
+217.6%
-316.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +6.7% |
| 7D | -8.0% | -0.1% | -7.8% | -7.7% |
| 30D | +33.5% | -3.1% | +36.5% | +29.9% |
| 3M | +51.7% | -3.5% | +55.2% | +48.2% |
| 6M | +96.4% | +0.5% | +96.0% | +106.9% |
| YTD | -31.8% | +10.8% | -42.6% | -16.2% |
| 1Y | -70.4% | +11.9% | -82.3% | -63.1% |
| 3Y | -95.7% | +73.0% | -168.7% | -91.4% |
| 5Y | -96.3% | +58.6% | -154.9% | -92.4% |
| 10Y | -99.2% | +219.2% | -318.4% | -96.3% |
| All | -99.2% | +217.6% | -316.9% | -96.3% |
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