+393.1%
ZWS price history and return analytics
+221.8%
+171.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.9% |
| 7D | +5.5% | +2.4% | +3.2% | +2.4% |
| 30D | -2.6% | -1.5% | -1.1% | -0.9% |
| 3M | -9.4% | -4.1% | -5.3% | -4.6% |
| 6M | -5.6% | +0.6% | -6.2% | -7.0% |
| YTD | -0.7% | +11.0% | -11.7% | -14.4% |
| 1Y | -0.2% | +13.3% | -13.6% | -16.4% |
| 3Y | +65.0% | +73.4% | -8.3% | -22.7% |
| 5Y | +28.1% | +57.4% | -29.3% | -30.5% |
| All | +393.1% | +221.8% | +171.4% | -2.1% |
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