+12.8%
VG vs ZS
-37.1%
+49.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | -0.2% |
| 7D | +1.7% | -7.8% | +9.5% | +2.1% |
| 30D | +16.0% | +5.0% | +11.0% | +15.5% |
| 3M | +9.7% | +25.5% | -15.8% | +7.7% |
| 6M | +29.6% | +8.7% | +20.9% | +29.3% |
| YTD | +112.0% | -24.5% | +136.5% | +110.2% |
| 1Y | +12.8% | -36.7% | +49.5% | +24.2% |
| All | +12.8% | -37.1% | +49.9% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling