-100.0%
ZSL price history and return analytics
+644.4%
-744.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.6% |
| 7D | -10.9% | -2.3% | -8.6% | -12.9% |
| 30D | +26.5% | -5.0% | +31.5% | +21.0% |
| 3M | +31.7% | -4.9% | +36.5% | +26.9% |
| 6M | +77.4% | -1.5% | +78.9% | +81.5% |
| YTD | -32.9% | +8.5% | -41.3% | -21.1% |
| 1Y | -73.9% | +11.4% | -85.2% | -68.3% |
| 3Y | -95.5% | +70.1% | -165.5% | -91.4% |
| 5Y | -96.5% | +53.7% | -150.2% | -93.4% |
| 10Y | -99.3% | +220.0% | -319.2% | -97.0% |
| All | -100.0% | +644.4% | -744.4% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling