+40.1%
VG vs ZS
-38.6%
+78.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.3% |
| 7D | -8.3% | -11.1% | +2.7% | -7.7% |
| 30D | -10.3% | -14.8% | +4.5% | -9.5% |
| 3M | -10.8% | +18.0% | -28.8% | -10.5% |
| 6M | +3.5% | +30.8% | -27.4% | +4.4% |
| YTD | +74.0% | -11.5% | +85.5% | +61.7% |
| All | +40.1% | -38.6% | +78.7% | +15.0% |
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