+259.9%
V vs ZS
+623.8%
-363.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -0.8% | -11.1% | +10.3% | +0.6% |
| 30D | +9.5% | -14.8% | +24.4% | +11.4% |
| 3M | +16.7% | +18.0% | -1.3% | +13.4% |
| 6M | +32.9% | +30.8% | +2.1% | +25.7% |
| YTD | +21.1% | -11.5% | +32.6% | +19.6% |
| 1Y | +26.6% | -37.8% | +64.4% | +30.8% |
| 3Y | +78.4% | +16.6% | +61.8% | +65.9% |
| 5Y | +105.5% | -43.6% | +149.0% | +99.3% |
| All | +259.9% | +623.8% | -363.9% | +132.4% |
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