+51.5%
RSP vs ZS
-42.6%
+94.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | -0.5% |
| 7D | -0.4% | -9.2% | +8.8% | +0.8% |
| 30D | -1.5% | -4.0% | +2.5% | -1.2% |
| 3M | +4.8% | +25.3% | -20.5% | +1.4% |
| 6M | +10.3% | -1.3% | +11.6% | +8.1% |
| YTD | +14.1% | -28.0% | +42.1% | +16.6% |
| 1Y | +17.0% | -42.5% | +59.5% | +23.4% |
| 3Y | +54.2% | +0.7% | +53.5% | +45.6% |
| 5Y | +51.5% | -42.3% | +93.8% | +42.7% |
| All | +51.5% | -42.6% | +94.1% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling