+215.8%
IVV vs ZS
+602.6%
-386.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +3.3% | -5.2% | +8.6% | +4.1% |
| 30D | -2.7% | -15.5% | +12.8% | -0.6% |
| 3M | -1.7% | +9.0% | -10.7% | -3.6% |
| 6M | +3.2% | +32.2% | -29.0% | -3.1% |
| YTD | +12.0% | -14.1% | +26.1% | +11.0% |
| 1Y | +12.1% | -39.1% | +51.2% | +16.8% |
| 3Y | +78.6% | +10.4% | +68.2% | +67.2% |
| 5Y | +73.8% | -44.6% | +118.5% | +68.5% |
| All | +215.8% | +602.6% | -386.8% | +118.5% |
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