-9.2%
VST vs ZYBT
-57.8%
+48.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.7% |
| 7D | +2.0% | -2.5% | +4.4% | +2.0% |
| 30D | +1.5% | -1.2% | +2.7% | +1.5% |
| 3M | +6.3% | +76.7% | -70.4% | +4.1% |
| 6M | -10.3% | +103.6% | -113.9% | -13.2% |
| YTD | -8.6% | +38.3% | -46.9% | -10.8% |
| 1Y | -29.3% | -84.7% | +55.4% | -27.2% |
| All | -9.2% | -57.8% | +48.6% | -7.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling