+68.3%
V vs ZS
-42.3%
+110.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.9% | -1.2% |
| 7D | -1.1% | -9.2% | +8.1% | +0.1% |
| 30D | +1.9% | -4.0% | +5.9% | +2.2% |
| 3M | +15.5% | +25.3% | -9.8% | +11.8% |
| 6M | +16.6% | -1.3% | +17.9% | +14.4% |
| YTD | +5.7% | -28.0% | +33.7% | +7.9% |
| 1Y | +8.6% | -42.5% | +51.0% | +13.9% |
| 3Y | +52.5% | +0.7% | +51.8% | +44.1% |
| All | +68.3% | -42.3% | +110.6% | +58.5% |
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