+218.4%
IVV vs ZS
+488.9%
-270.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | 0.0% |
| 7D | +0.5% | -9.2% | +9.7% | +1.8% |
| 30D | -1.0% | -4.0% | +3.0% | -0.6% |
| 3M | +3.9% | +25.3% | -21.4% | +0.2% |
| 6M | +14.5% | -1.3% | +15.8% | +12.1% |
| YTD | +12.9% | -28.0% | +40.9% | +15.3% |
| 1Y | +19.4% | -42.5% | +61.9% | +25.6% |
| 3Y | +78.8% | +0.7% | +78.1% | +70.1% |
| 5Y | +82.2% | -42.3% | +124.5% | +77.2% |
| All | +218.4% | +488.9% | -270.5% | +126.9% |
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