+69.5%
VG vs ZS
-41.1%
+110.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.5% |
| 7D | +5.5% | -13.7% | +19.2% | +6.4% |
| 30D | -3.6% | -14.2% | +10.6% | -2.6% |
| 3M | -4.0% | +8.5% | -12.5% | -3.3% |
| 6M | +9.4% | +30.2% | -20.8% | +10.4% |
| YTD | +86.6% | -13.8% | +100.5% | +76.7% |
| 1Y | +69.5% | -41.5% | +111.0% | +44.3% |
| All | +69.5% | -41.1% | +110.6% | +44.3% |
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