-90.8%
ZVIA price history and return analytics
+70.1%
-160.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.5% |
| 7D | -8.0% | -1.1% | -6.9% | -6.6% |
| 30D | -6.7% | -1.0% | -5.7% | -5.5% |
| 3M | -8.7% | +3.2% | -11.8% | -12.7% |
| 6M | -7.4% | +12.5% | -19.8% | -21.6% |
| YTD | -45.7% | +14.1% | -59.8% | -55.0% |
| 1Y | -49.0% | +18.9% | -67.9% | -60.3% |
| 3Y | -53.0% | +74.1% | -127.1% | -78.2% |
| 5Y | -90.6% | +66.9% | -157.5% | -95.5% |
| All | -90.8% | +70.1% | -160.8% | -95.4% |
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