+211.2%
TRV vs ZS
+494.5%
-283.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.6% |
| 7D | -1.5% | -8.1% | +6.6% | -1.3% |
| 30D | -1.8% | -8.4% | +6.6% | -1.6% |
| 3M | +21.6% | +31.1% | -9.5% | +20.6% |
| 6M | +22.5% | +4.4% | +18.1% | +21.9% |
| YTD | +28.1% | -27.3% | +55.5% | +28.7% |
| 1Y | +37.0% | -41.4% | +78.4% | +38.3% |
| 3Y | +141.9% | +1.7% | +140.2% | +139.6% |
| 5Y | +158.5% | -39.6% | +198.1% | +156.2% |
| All | +211.2% | +494.5% | -283.2% | +157.8% |
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