-99.9%
ZSTK vs VT
+79.1%
-178.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | 0.0% | -10.8% | -10.8% |
| 7D | -20.5% | +0.4% | -21.0% | -21.3% |
| 30D | +131.2% | +1.0% | +130.2% | +127.3% |
| 3M | -15.9% | +2.4% | -18.3% | -19.4% |
| 6M | -38.5% | +12.0% | -50.5% | -50.8% |
| YTD | -31.3% | +15.3% | -46.6% | -47.3% |
| 1Y | -80.4% | +22.6% | -103.0% | -86.3% |
| 3Y | -97.0% | +74.7% | -171.6% | -98.9% |
| 5Y | -99.9% | +66.1% | -166.1% | -100.0% |
| All | -99.9% | +79.1% | -178.9% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling