+399.7%
ZWS price history and return analytics
+217.6%
+182.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +1.3% |
| 7D | +3.1% | -0.1% | +3.2% | +3.2% |
| 30D | -2.3% | -3.1% | +0.7% | +1.4% |
| 3M | -10.7% | -3.5% | -7.2% | -6.8% |
| 6M | -10.7% | +0.5% | -11.2% | -12.0% |
| YTD | -1.5% | +10.8% | -12.3% | -14.8% |
| 1Y | -3.6% | +11.9% | -15.5% | -17.7% |
| 3Y | +62.5% | +73.0% | -10.5% | -23.6% |
| 5Y | +32.1% | +58.6% | -26.6% | -29.1% |
| 10Y | +399.7% | +219.2% | +180.5% | +2.8% |
| All | +399.7% | +217.6% | +182.0% | +2.8% |
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