+469.5%
VGT vs ZS
+488.9%
-19.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.9% |
| 7D | +1.8% | -9.2% | +11.0% | +4.0% |
| 30D | -0.3% | -4.0% | +3.7% | +0.2% |
| 3M | +3.4% | +25.3% | -21.9% | -2.6% |
| 6M | +35.0% | -1.3% | +36.3% | +30.3% |
| YTD | +28.8% | -28.0% | +56.8% | +33.2% |
| 1Y | +38.0% | -42.5% | +80.5% | +50.2% |
| 3Y | +125.8% | +0.7% | +125.1% | +109.7% |
| 5Y | +134.7% | -42.3% | +177.0% | +129.9% |
| All | +469.5% | +488.9% | -19.3% | +257.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling