-95.2%
ZSL price history and return analytics
+74.0%
-169.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +3.8% |
| 7D | +12.5% | +2.4% | +10.2% | +19.6% |
| 30D | +25.2% | -1.5% | +26.7% | +22.4% |
| 3M | +61.1% | -4.1% | +65.2% | +50.3% |
| 6M | +162.1% | +0.6% | +161.6% | +186.2% |
| YTD | -24.5% | +11.0% | -35.5% | +8.5% |
| 1Y | -64.4% | +13.3% | -77.7% | -46.9% |
| 3Y | -95.2% | +73.4% | -168.6% | -82.3% |
| All | -95.2% | +74.0% | -169.2% | -82.3% |
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 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