-44.6%
VG vs ZS
-0.6%
-44.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +14.0% | -2.6% | +16.6% | +14.4% |
| 30D | -1.0% | -12.8% | +11.8% | +1.2% |
| 3M | -2.7% | +2.3% | -5.0% | -2.9% |
| 6M | +1.5% | +26.3% | -24.8% | -4.0% |
| YTD | +93.7% | -14.4% | +108.1% | +101.9% |
| 1Y | +68.5% | -37.6% | +106.2% | +98.7% |
| All | -44.6% | -0.6% | -44.0% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling