+50.0%
VG vs ZS
-38.2%
+88.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.1% | +0.3% |
| 7D | -22.0% | -16.9% | -5.2% | -21.1% |
| 30D | -11.6% | -7.4% | -4.2% | -10.9% |
| 3M | -14.9% | +21.6% | -36.4% | -14.7% |
| 6M | -3.5% | +42.4% | -45.9% | -2.9% |
| YTD | +70.0% | -12.1% | +82.1% | +61.8% |
| 1Y | +50.0% | -37.8% | +87.8% | +36.3% |
| All | +50.0% | -38.2% | +88.2% | +36.3% |
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