-46.6%
VG vs ZS
+0.1%
-46.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.6% |
| 7D | +5.5% | -13.7% | +19.2% | +7.9% |
| 30D | -3.6% | -14.2% | +10.6% | -1.2% |
| 3M | -4.0% | +8.5% | -12.5% | -5.1% |
| 6M | +9.4% | +30.2% | -20.8% | +2.8% |
| YTD | +86.6% | -13.8% | +100.5% | +94.3% |
| 1Y | +69.5% | -41.5% | +111.0% | +106.2% |
| All | -46.6% | +0.1% | -46.7% | -55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling