+139.1%
VT vs ZS
+618.8%
-479.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.6% |
| 7D | -2.3% | -16.9% | +14.6% | -0.1% |
| 30D | -5.0% | -7.4% | +2.5% | -4.3% |
| 3M | -4.9% | +21.6% | -26.4% | -7.8% |
| 6M | -1.5% | +42.4% | -43.9% | -8.0% |
| YTD | +8.5% | -12.1% | +20.6% | +7.3% |
| 1Y | +11.4% | -37.8% | +49.2% | +15.3% |
| 3Y | +70.1% | +20.9% | +49.2% | +58.1% |
| 5Y | +53.7% | -41.6% | +95.3% | +48.1% |
| All | +139.1% | +618.8% | -479.6% | +71.6% |
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