-84.4%
ZSQR price history and return analytics
+74.2%
-158.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.7% |
| 7D | +4.1% | -1.1% | +5.2% | +5.1% |
| 30D | -21.1% | -1.0% | -20.1% | -20.3% |
| 3M | -71.8% | +3.2% | -75.0% | -72.5% |
| 6M | -75.4% | +12.5% | -87.9% | -77.6% |
| YTD | -78.5% | +14.1% | -92.5% | -80.4% |
| 1Y | -75.3% | +18.9% | -94.2% | -78.1% |
| 3Y | -84.4% | +74.1% | -158.5% | -85.6% |
| All | -84.4% | +74.2% | -158.6% | -85.6% |
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