+137.9%
VGT vs ZS
-38.5%
+176.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.0% |
| 7D | -0.2% | -3.1% | +2.9% | +0.6% |
| 30D | -0.4% | -7.2% | +6.8% | +1.1% |
| 3M | +4.4% | +30.5% | -26.0% | -3.4% |
| 6M | +32.1% | +7.0% | +25.1% | +23.8% |
| YTD | +28.8% | -26.8% | +55.6% | +33.8% |
| 1Y | +35.3% | -42.6% | +77.9% | +50.3% |
| 3Y | +124.8% | -0.3% | +125.1% | +105.0% |
| All | +137.9% | -38.5% | +176.4% | +120.1% |
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