+147.0%
VT vs ZS
+604.7%
-457.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -0.7% | -13.7% | +13.0% | +1.1% |
| 30D | -1.7% | -14.2% | +12.4% | -0.1% |
| 3M | -2.3% | +8.5% | -10.8% | -4.0% |
| 6M | +1.5% | +30.2% | -28.7% | -3.9% |
| YTD | +12.0% | -13.8% | +25.9% | +11.1% |
| 1Y | +12.9% | -41.5% | +54.4% | +17.8% |
| 3Y | +74.9% | +10.7% | +64.2% | +64.5% |
| 5Y | +59.9% | -43.6% | +103.5% | +54.7% |
| All | +147.0% | +604.7% | -457.7% | +77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling