+109.1%
VEA vs ZS
+504.0%
-394.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.4% | -1.1% |
| 7D | +0.3% | -3.8% | +4.2% | +0.7% |
| 30D | +0.4% | -6.0% | +6.4% | +0.9% |
| 3M | +4.8% | +32.0% | -27.2% | +1.7% |
| 6M | +11.3% | +2.1% | +9.1% | +9.3% |
| YTD | +17.4% | -26.2% | +43.5% | +18.9% |
| 1Y | +26.2% | -41.2% | +67.4% | +30.6% |
| 3Y | +77.7% | +3.3% | +74.4% | +70.8% |
| 5Y | +60.9% | -40.7% | +101.6% | +56.4% |
| All | +109.1% | +504.0% | -394.9% | +63.7% |
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