-70.3%
ZSTK vs VT
+12.0%
-82.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.5% | -5.1% |
| 7D | -11.8% | -0.1% | -11.7% | -11.8% |
| 30D | -45.2% | -3.1% | -42.2% | -41.9% |
| 3M | +68.7% | -3.5% | +72.2% | +79.8% |
| 6M | -54.0% | +0.5% | -54.5% | -54.7% |
| YTD | -59.6% | +10.8% | -70.4% | -66.4% |
| All | -70.3% | +12.0% | -82.3% | -75.8% |
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