+51.8%
VG vs ZS
-31.8%
+83.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.3% | -7.4% | -7.7% |
| 7D | -16.4% | -12.3% | -4.1% | -15.8% |
| 30D | -10.8% | +11.2% | -22.0% | -10.9% |
| 3M | -6.3% | +37.5% | -43.8% | -6.9% |
| 6M | -12.5% | +57.8% | -70.3% | -12.6% |
| YTD | +76.9% | -0.2% | +77.1% | +67.2% |
| 1Y | +51.8% | -31.6% | +83.4% | +36.6% |
| All | +51.8% | -31.8% | +83.6% | +36.6% |
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