+52.5%
V vs ZS
+0.9%
+51.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.9% | -1.3% |
| 7D | -1.1% | -9.2% | +8.1% | -0.3% |
| 30D | +1.9% | -4.0% | +5.9% | +2.1% |
| 3M | +15.5% | +25.3% | -9.8% | +12.8% |
| 6M | +16.6% | -1.3% | +17.9% | +14.8% |
| YTD | +5.7% | -28.0% | +33.7% | +7.8% |
| 1Y | +8.6% | -42.5% | +51.0% | +13.5% |
| 3Y | +52.5% | +0.7% | +51.8% | +42.4% |
| All | +52.5% | +0.9% | +51.6% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling