+18.6%
IVV vs ZS
-41.0%
+59.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.5% |
| 7D | -0.4% | -3.8% | +3.5% | -0.2% |
| 30D | -1.4% | -6.0% | +4.6% | -1.2% |
| 3M | +3.7% | +32.0% | -28.3% | +2.5% |
| 6M | +13.0% | +2.1% | +10.9% | +12.3% |
| YTD | +12.4% | -26.2% | +38.6% | +15.5% |
| 1Y | +18.6% | -41.2% | +59.8% | +25.1% |
| All | +18.6% | -41.0% | +59.6% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling