+588.9%
VST vs ZS
-42.0%
+630.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -3.1% | +13.6% | +11.0% |
| 7D | -9.8% | -16.9% | +7.1% | -7.3% |
| 30D | -25.1% | -7.4% | -17.7% | -24.4% |
| 3M | -11.6% | +21.6% | -33.1% | -14.8% |
| 6M | -20.9% | +42.4% | -63.3% | -27.6% |
| YTD | -22.3% | -12.1% | -10.2% | -22.8% |
| 1Y | -32.0% | -37.8% | +5.8% | -27.9% |
| 3Y | +262.4% | +20.9% | +241.5% | +240.9% |
| All | +588.9% | -42.0% | +630.9% | +535.4% |
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