+373.4%
VST vs ZS
+6.8%
+366.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +4.4% |
| 7D | +8.9% | -7.8% | +16.7% | +10.5% |
| 30D | +6.2% | +5.0% | +1.2% | +4.6% |
| 3M | -2.7% | +25.5% | -28.3% | -8.6% |
| 6M | -8.4% | +8.7% | -17.1% | -14.1% |
| YTD | -7.2% | -24.5% | +17.3% | -2.0% |
| 1Y | -20.9% | -36.7% | +15.8% | -11.9% |
| All | +373.4% | +6.8% | +366.7% | +367.1% |
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 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