-34.9%
VST vs ZYBT
-42.3%
+7.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +2.2% | -16.1% | -13.8% |
| 7D | -15.7% | -3.5% | -12.2% | -15.7% |
| 30D | -17.0% | +15.1% | -32.1% | -17.0% |
| 3M | -15.9% | +7.0% | -22.9% | -16.0% |
| 6M | -25.0% | +37.7% | -62.7% | -24.5% |
| YTD | -25.1% | +19.1% | -44.2% | -28.0% |
| 1Y | -34.9% | -38.3% | +3.4% | -41.3% |
| All | -34.9% | -42.3% | +7.5% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling