1.5 KiB
1.5 KiB
zfin perf
Show Morningstar-style trailing returns for a symbol.
Usage: zfin perf <SYMBOL>
perf prints 1Y/3Y/5Y/10Y price-only and total-return CAGR
plus risk metrics (Sharpe, max drawdown, volatility), in two tables:
an as-of table (through the latest cached close) and a
month-end table (through the most recent calendar month-end, the
way funds quote their stats). Total returns require POLYGON_API_KEY
for dividend history; price-only returns work without it.
Example
ZFIN_HOME=examples/pre-retirement-both zfin perf VTI
Trailing Returns for VTI
========================================
Data points: 6290 (2001-05-31 to 2026-06-04)
Latest close: $373.38
As-of 2026-06-04:
Price Only Total Return
---------------------- -------------- --------------
1-Year Return: 27.29% 28.79%
3-Year Return: 20.75% 22.22% ann.
5-Year Return: 11.22% 12.80% ann.
10-Year Return: 13.19% 15.10% ann.
Month-end (2026-05-31):
... (same shape, through last month-end)
Risk Metrics (monthly returns):
Volatility Sharpe Max DD
1-Year: 12.7% 1.65 5.5%
See also
- Returns and performance -- what the columns mean.
review-- the same metrics for every holding at once.quote-- the latest price with a short chart.