+617.3%
VST vs ZS
+618.8%
-1.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -3.1% | +13.6% | +10.9% |
| 7D | -9.8% | -16.9% | +7.1% | -8.1% |
| 30D | -25.1% | -7.4% | -17.7% | -24.6% |
| 3M | -11.6% | +21.6% | -33.1% | -13.8% |
| 6M | -20.9% | +42.4% | -63.3% | -25.3% |
| YTD | -22.3% | -12.1% | -10.2% | -22.9% |
| 1Y | -32.0% | -37.8% | +5.8% | -29.8% |
| 3Y | +262.4% | +20.9% | +241.5% | +248.6% |
| 5Y | +563.4% | -41.6% | +605.0% | +542.2% |
| All | +617.3% | +618.8% | -1.5% | +474.2% |
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