-51.4%
VG vs ZS
+2.1%
-53.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.1% | +0.6% |
| 7D | -22.0% | -16.9% | -5.2% | -19.8% |
| 30D | -11.6% | -7.4% | -4.2% | -10.5% |
| 3M | -14.9% | +21.6% | -36.4% | -17.3% |
| 6M | -3.5% | +42.4% | -45.9% | -11.0% |
| YTD | +70.0% | -12.1% | +82.1% | +76.5% |
| 1Y | +50.0% | -37.8% | +87.8% | +78.1% |
| All | -51.4% | +2.1% | -53.5% | -59.4% |
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