+150.3%
RSP vs ZS
+623.8%
-473.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.2% |
| 7D | +0.4% | -11.1% | +11.5% | +1.7% |
| 30D | +3.7% | -14.8% | +18.6% | +5.3% |
| 3M | +0.8% | +18.0% | -17.2% | -1.7% |
| 6M | +9.1% | +30.8% | -21.8% | +3.9% |
| YTD | +16.7% | -11.5% | +28.2% | +15.5% |
| 1Y | +19.7% | -37.8% | +57.5% | +23.4% |
| 3Y | +66.7% | +16.6% | +50.1% | +56.9% |
| 5Y | +48.7% | -43.6% | +92.2% | +43.5% |
| All | +150.3% | +623.8% | -473.5% | +81.1% |
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 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