-17.8%
VST vs ZYBT
-60.2%
+42.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +6.6% | 0.0% | +6.6% | +6.6% |
| 30D | -12.4% | -2.0% | -10.4% | -12.4% |
| 3M | -9.0% | -2.0% | -7.0% | -9.0% |
| 6M | -6.4% | +56.4% | -62.9% | -8.2% |
| YTD | -17.2% | +30.4% | -47.6% | -19.2% |
| 1Y | -22.0% | -30.2% | +8.2% | -22.7% |
| All | -17.8% | -60.2% | +42.4% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling