+150.2%
RSP vs ZS
+608.8%
-458.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.2% |
| 7D | +0.7% | -13.4% | +14.1% | +2.3% |
| 30D | +3.7% | -16.6% | +20.3% | +5.5% |
| 3M | +0.7% | +10.3% | -9.6% | -1.0% |
| 6M | +9.0% | +28.1% | -19.1% | +4.1% |
| YTD | +16.7% | -13.3% | +30.0% | +15.7% |
| 1Y | +19.0% | -40.7% | +59.7% | +23.3% |
| 3Y | +64.7% | +11.4% | +53.4% | +55.8% |
| 5Y | +49.6% | -42.2% | +91.8% | +44.1% |
| All | +150.2% | +608.8% | -458.6% | +81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling