+398.4%
ZWS price history and return analytics
+222.7%
+175.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -0.6% |
| 7D | -0.6% | -0.1% | -0.4% | -0.4% |
| 30D | -8.5% | -0.7% | -7.8% | -7.6% |
| 3M | -3.3% | +4.0% | -7.3% | -8.4% |
| 6M | -0.9% | +12.3% | -13.2% | -15.4% |
| YTD | +1.0% | +14.0% | -13.0% | -15.7% |
| 1Y | +2.5% | +20.3% | -17.8% | -20.4% |
| 3Y | +66.1% | +75.4% | -9.3% | -23.2% |
| 5Y | +61.4% | +66.0% | -4.6% | -18.4% |
| 10Y | +398.4% | +228.2% | +170.2% | -5.3% |
| All | +398.4% | +222.7% | +175.7% | -5.3% |
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