-99.3%
ZSL price history and return analytics
+224.4%
-323.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | +0.4% |
| 7D | +1.8% | -0.7% | +2.5% | +1.2% |
| 30D | +30.0% | -1.7% | +31.7% | +28.7% |
| 3M | +46.1% | -2.3% | +48.4% | +44.8% |
| 6M | +125.1% | +1.5% | +123.6% | +140.1% |
| YTD | -32.5% | +12.0% | -44.5% | -15.9% |
| 1Y | -69.9% | +12.9% | -82.7% | -62.0% |
| 3Y | -95.8% | +74.9% | -170.7% | -91.4% |
| 5Y | -96.1% | +59.9% | -156.0% | -92.1% |
| 10Y | -99.3% | +224.6% | -324.0% | -97.2% |
| All | -99.3% | +224.4% | -323.7% | -97.2% |
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