+89.3%
CVS vs ZS
+498.3%
-409.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -2.2% | -3.1% | +0.9% | -2.1% |
| 30D | -0.1% | -7.2% | +7.1% | +0.1% |
| 3M | -5.2% | +30.5% | -35.7% | -6.2% |
| 6M | +26.9% | +7.0% | +19.9% | +25.8% |
| YTD | +22.1% | -26.8% | +48.9% | +22.8% |
| 1Y | +30.8% | -42.6% | +73.4% | +32.9% |
| 3Y | +54.4% | -0.3% | +54.7% | +51.3% |
| 5Y | +33.4% | -39.2% | +72.6% | +31.1% |
| All | +89.3% | +498.3% | -409.1% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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