+108.8%
VEA vs ZS
+498.3%
-389.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +1.0% |
| 7D | -1.5% | -3.1% | +1.6% | -1.2% |
| 30D | -0.8% | -7.2% | +6.4% | -0.3% |
| 3M | +2.5% | +30.5% | -28.0% | -0.5% |
| 6M | +11.1% | +7.0% | +4.2% | +8.7% |
| YTD | +17.2% | -26.8% | +44.0% | +18.8% |
| 1Y | +24.5% | -42.6% | +67.1% | +29.2% |
| 3Y | +75.4% | -0.3% | +75.7% | +69.2% |
| 5Y | +61.1% | -39.2% | +100.3% | +56.3% |
| All | +108.8% | +498.3% | -389.6% | +63.5% |
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 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