+22.6%
VT vs ZS
-37.1%
+59.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.1% |
| 7D | +0.4% | -7.8% | +8.3% | +0.7% |
| 30D | +1.0% | +5.0% | -4.1% | +0.8% |
| 3M | +2.4% | +25.5% | -23.2% | +1.6% |
| 6M | +12.0% | +8.7% | +3.3% | +11.2% |
| YTD | +15.3% | -24.5% | +39.8% | +18.3% |
| 1Y | +22.6% | -36.7% | +59.3% | +27.5% |
| All | +22.6% | -37.1% | +59.7% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling