-68.7%
ZSTK vs VT
+10.5%
-79.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.4% |
| 7D | -9.4% | -2.3% | -7.0% | -5.9% |
| 30D | -47.2% | -5.0% | -42.2% | -42.1% |
| 3M | +43.2% | -4.9% | +48.1% | +56.1% |
| 6M | -51.5% | -1.5% | -50.0% | -50.7% |
| YTD | -59.7% | +8.5% | -68.2% | -65.3% |
| 1Y | -68.7% | +11.4% | -80.1% | -75.6% |
| All | -68.7% | +10.5% | -79.2% | -75.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling