-99.9%
ZSTK price history and return analytics
+72.4%
-172.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.3% | +9.5% | +9.7% |
| 7D | +8.7% | +2.4% | +6.4% | +4.5% |
| 30D | -32.3% | -1.5% | -30.8% | -30.4% |
| 3M | +64.3% | -4.1% | +68.4% | +77.5% |
| 6M | -38.3% | +0.6% | -38.8% | -39.1% |
| YTD | -56.2% | +11.0% | -67.3% | -64.1% |
| 1Y | -65.1% | +13.3% | -78.4% | -72.3% |
| 3Y | -91.2% | +73.4% | -164.6% | -96.9% |
| 5Y | -99.9% | +57.4% | -157.4% | -100.0% |
| All | -99.9% | +72.4% | -172.3% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling