+645.9%
VST vs ZS
-44.3%
+690.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +19.2% | -5.2% | +24.4% | +20.1% |
| 30D | -17.2% | -15.5% | -1.7% | -15.2% |
| 3M | -8.1% | +9.0% | -17.1% | -10.0% |
| 6M | -8.1% | +32.2% | -40.3% | -14.6% |
| YTD | -16.3% | -14.1% | -2.2% | -16.5% |
| 1Y | -24.1% | -39.1% | +15.0% | -19.3% |
| 3Y | +300.2% | +10.4% | +289.8% | +280.6% |
| 5Y | +645.9% | -44.6% | +690.6% | +593.0% |
| All | +645.9% | -44.3% | +690.2% | +593.0% |
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