-99.9%
ZSTK price history and return analytics
+74.0%
-173.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.8% | +3.8% |
| 7D | -1.1% | -0.7% | -0.4% | +0.4% |
| 30D | -38.7% | -1.7% | -36.9% | -36.5% |
| 3M | +59.0% | -2.3% | +61.3% | +65.8% |
| 6M | -42.4% | +1.5% | -43.9% | -44.4% |
| YTD | -57.2% | +12.0% | -69.2% | -65.5% |
| 1Y | -68.5% | +12.9% | -81.4% | -74.8% |
| 3Y | -91.0% | +74.9% | -165.9% | -96.9% |
| 5Y | -99.9% | +59.9% | -159.8% | -100.0% |
| All | -99.9% | +74.0% | -173.9% | -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